PCIA
PCMM

Prime Capital Investment Advisors’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Prime Capital Investment Advisors’s Portfolio PCMM Stock Details PCMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.31M Sell
26,575
-10,113
-28% -$506K 0.02% 446
2025
Q4 		$1.84M Sell
36,688
-328
-0.9% -$16.5K 0.02% 365
2025
Q3 		$1.87M Sell
37,016
-10
-0% -$506 0.02% 352
2025
Q2 		$1.87M Buy
+37,026
New +$1.87M 0.02% 341

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Prime Capital Investment Advisors's PCMM Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 28% in Q1 2026, selling an estimated $506K and leaving 26,575 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #446.

Prime Capital Investment Advisors first reported a position in PCMM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.87M in Q3 2025. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Prime Capital Investment Advisors held 26,575 shares of BondBloxx Private Credit CLO ETF worth $1.31M as of Q1 2026.
  • Prime Capital Investment Advisors sold 10,113 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $506K.
  • BondBloxx Private Credit CLO ETF made up 0.02% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #446 holding.
  • Prime Capital Investment Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q2 2025 and has held it in 4 quarters since.
  • Prime Capital Investment Advisors's BondBloxx Private Credit CLO ETF position peaked at $1.87M in Q3 2025.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.