SAI
PCMM

Savvy Advisors Inc’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Savvy Advisors Inc’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
Q1 		$1.18M Sell
24,022
-1,529
-6% -$76.5K 0.03% 392
2025
Q4 		$1.28M Buy
+25,551
New +$1.28M 0.04% 322

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
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
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
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Savvy Advisors Inc's PCMM Position: Q1 2026 in Review

Savvy Advisors Inc reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 6% in Q1 2026, selling an estimated $76.5K and leaving 24,022 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #392.

Savvy Advisors Inc first reported a position in PCMM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.28M in Q4 2025. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Savvy Advisors Inc held 24,022 shares of BondBloxx Private Credit CLO ETF worth $1.18M as of Q1 2026.
  • Savvy Advisors Inc sold 1,529 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $76.5K.
  • BondBloxx Private Credit CLO ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #392 holding.
  • Savvy Advisors Inc first reported a position in BondBloxx Private Credit CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's BondBloxx Private Credit CLO ETF position peaked at $1.28M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.