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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
Q2 		$1.01M Sell
20,322
-3,700
-15% -$183K 0.02% 531
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 $7B AUM 14.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $357M AUM 15.82% 1-Year Est. Return

Savvy Advisors Inc's PCMM Position: Q2 2026 in Review

Savvy Advisors Inc reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 15% in Q2 2026, selling an estimated $183K and leaving 20,322 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #531.

Savvy Advisors Inc first reported a position in PCMM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q4 2025. 76 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Savvy Advisors Inc held 20,322 shares of BondBloxx Private Credit CLO ETF worth $1.01M as of Q2 2026.
  • Savvy Advisors Inc sold 3,700 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $183K.
  • BondBloxx Private Credit CLO ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #531 holding.
  • Savvy Advisors Inc first reported a position in BondBloxx Private Credit CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's BondBloxx Private Credit CLO ETF position peaked at $1.28M in Q4 2025.
  • 76 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.