SPA
PCMM

Sentinel Pension Advisors’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Sentinel Pension 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
2026
Q1 		– Sell
-4,768
Closed -$239K – 141
2025
Q4 		$239K Buy
+4,768
New +$240K 0.04% 120

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 $154M AUM
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
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
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Sentinel Pension Advisors's PCMM Position: Q1 2026 in Review

Sentinel Pension Advisors sold out of BondBloxx Private Credit CLO ETF (PCMM) in Q1 2026, closing a stake of 4,768 shares — an estimated $239K sold.

Sentinel Pension Advisors first reported a position in PCMM in Q4 2025 and held it in 1 quarter. The position peaked at $239K in Q4 2025. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Sentinel Pension Advisors reported no remaining BondBloxx Private Credit CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Sentinel Pension Advisors sold 4,768 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $239K.
  • Sentinel Pension Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q4 2025 and held it in 1 quarter.
  • Sentinel Pension Advisors's BondBloxx Private Credit CLO ETF position peaked at $239K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Sentinel Pension Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.