Safe Harbor Wealth Advisors’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Safe Harbor Wealth 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
2025 Q4	$606K	Buy	+12,028	New	+$604K	0.59%	31

Other funds holding PCMM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $509M AUM

Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.38B AUM 24.47% 1-Year Est. Return

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return