SHWA
PCMM

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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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 22.96% 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

Safe Harbor Wealth Advisors's PCMM Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in BondBloxx Private Credit CLO ETF (PCMM) in Q4 2025: 12,028 shares worth $606K. The stake represents 0.59% of the portfolio and ranks #31 among its holdings.

66 funds tracked by Wall St. Rank hold PCMM as of Q4 2025.

  • Safe Harbor Wealth Advisors held 12,028 shares of BondBloxx Private Credit CLO ETF worth $606K as of Q4 2025.
  • BondBloxx Private Credit CLO ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
  • BondBloxx Private Credit CLO ETF made up 0.59% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #31 holding.
  • 66 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.