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RFG Advisory’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

RFG Advisory’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
Q4 		– Sell
-26,095
Closed -$1.32M – 1047
2025
Q3 		$1.32M Buy
26,095
+10,201
+64% +$516K 0.03% 422
2025
Q2 		$801K Buy
+15,894
New +$802K 0.02% 492

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

RFG Advisory's PCMM Position: Q4 2025 in Review

RFG Advisory sold out of BondBloxx Private Credit CLO ETF (PCMM) in Q4 2025, closing a stake of 26,095 shares — an estimated $1.32M sold.

RFG Advisory first reported a position in PCMM in Q2 2025 and held it in 2 quarters. The position peaked at $1.32M in Q3 2025. 66 funds tracked by Wall St. Rank hold PCMM as of Q4 2025.

  • RFG Advisory reported no remaining BondBloxx Private Credit CLO ETF position as of Q4 2025 after selling out during the quarter.
  • RFG Advisory sold 26,095 BondBloxx Private Credit CLO ETF shares in Q4 2025, an estimated $1.32M.
  • RFG Advisory first reported a position in BondBloxx Private Credit CLO ETF in Q2 2025 and held it in 2 quarters.
  • RFG Advisory's BondBloxx Private Credit CLO ETF position peaked at $1.32M in Q3 2025.
  • 66 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q4 2025.

Based on RFG Advisory's 13F filing for Q4 2025, filed 3 Feb 2026.