SAFS
PCMM

S&A Financial Services’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

S&A Financial Services’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
Q2 		$843K Buy
16,902
+3,568
+27% +$177K 0.51% 40
2026
Q1 		$656K Buy
+13,334
New +$667K 0.45% 47

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

S&A Financial Services's PCMM Position: Q2 2026 in Review

S&A Financial Services increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 27% in Q2 2026, buying an estimated $177K and bringing the position to 16,902 shares worth $843K. The position accounts for 0.51% of the portfolio, ranked #40.

S&A Financial Services first reported a position in PCMM in Q1 2026 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • S&A Financial Services held 16,902 shares of BondBloxx Private Credit CLO ETF worth $843K as of Q2 2026.
  • S&A Financial Services bought 3,568 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $177K.
  • BondBloxx Private Credit CLO ETF made up 0.51% of S&A Financial Services's portfolio in Q2 2026, its #40 holding.
  • S&A Financial Services first reported a position in BondBloxx Private Credit CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.