SAW
PCMM

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

Signal Advisors Wealth’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 		$2.28M Sell
46,438
-511
-1% -$25.6K 0.16% 124
2025
Q4 		$2.35M Buy
46,949
+3,276
+8% +$165K 0.19% 110
2025
Q3 		$2.21M Buy
+43,673
New +$2.21M 0.2% 104

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 $336M AUM 19.52% 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

Signal Advisors Wealth's PCMM Position: Q1 2026 in Review

Signal Advisors Wealth reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 1.1% in Q1 2026, selling an estimated $25.6K and leaving 46,438 shares worth $2.28M. The position accounts for 0.16% of the portfolio, ranked #124.

Signal Advisors Wealth first reported a position in PCMM in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.35M in Q4 2025. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Signal Advisors Wealth held 46,438 shares of BondBloxx Private Credit CLO ETF worth $2.28M as of Q1 2026.
  • Signal Advisors Wealth sold 511 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $25.6K.
  • BondBloxx Private Credit CLO ETF made up 0.16% of Signal Advisors Wealth's portfolio in Q1 2026, its #124 holding.
  • Signal Advisors Wealth first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 3 quarters since.
  • Signal Advisors Wealth's BondBloxx Private Credit CLO ETF position peaked at $2.35M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.