SIS
PCMM

Sound Income Strategies’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-393
Closed -$20K – 1723
2025
Q1 		$20K Buy
+393
New +$20K ﹤0.01% 722

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 $649M AUM 19.82% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

Sound Income Strategies's PCMM Position: Q2 2025 in Review

Sound Income Strategies sold out of BondBloxx Private Credit CLO ETF (PCMM) in Q2 2025, closing a stake of 393 shares — an estimated $20K sold.

Sound Income Strategies first reported a position in PCMM in Q1 2025 and held it in 1 quarter. The position peaked at $20K in Q1 2025. 43 funds tracked by Wall St. Rank hold PCMM as of Q2 2025.

  • Sound Income Strategies reported no remaining BondBloxx Private Credit CLO ETF position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 393 BondBloxx Private Credit CLO ETF shares in Q2 2025, an estimated $20K.
  • Sound Income Strategies first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and held it in 1 quarter.
  • Sound Income Strategies's BondBloxx Private Credit CLO ETF position peaked at $20K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.