Raymond James Financial
PCMM

Raymond James Financial’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-60
Closed -$3.02K – 6966
2025
Q2 		$3.02K Buy
+60
New +$3.03K ﹤0.01% 6310

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial's PCMM Position: Q3 2025 in Review

Raymond James Financial sold out of BondBloxx Private Credit CLO ETF (PCMM) in Q3 2025, closing a stake of 60 shares — an estimated $3.02K sold.

Raymond James Financial first reported a position in PCMM in Q2 2025 and held it in 1 quarter. The position peaked at $3.02K in Q2 2025. 55 funds tracked by Wall St. Rank hold PCMM as of Q3 2025.

  • Raymond James Financial reported no remaining BondBloxx Private Credit CLO ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 60 BondBloxx Private Credit CLO ETF shares in Q3 2025, an estimated $3.02K.
  • Raymond James Financial first reported a position in BondBloxx Private Credit CLO ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's BondBloxx Private Credit CLO ETF position peaked at $3.02K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.