Steward Partners Investment Advisory’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Steward Partners Investment Advisory’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	$197K	Sell	3,950 -3,467	-47%	-$172K	﹤0.01%	2247
2026 Q1	$365K	Sell	7,417 -2,834	-28%	-$142K	﹤0.01%	1687
2025 Q4	$514K	Buy	10,251 +1,974	+24%	+$99.2K	﹤0.01%	1406
2025 Q3	$419K	Buy	8,277 +4,834	+140%	+$244K	﹤0.01%	1469
2025 Q2	$173K	Buy	+3,443	New	+$174K	﹤0.01%	1825

Other funds holding PCMM

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

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 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

Steward Partners Investment Advisory's PCMM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 47% in Q2 2026, selling an estimated $172K and leaving 3,950 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

Steward Partners Investment Advisory first reported a position in PCMM in Q2 2025 and has held it in 5 quarters since. The position peaked at $514K in Q4 2025. 76 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

Steward Partners Investment Advisory held 3,950 shares of BondBloxx Private Credit CLO ETF worth $197K as of Q2 2026.
Steward Partners Investment Advisory sold 3,467 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $172K.
BondBloxx Private Credit CLO ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2247 holding.
Steward Partners Investment Advisory first reported a position in BondBloxx Private Credit CLO ETF in Q2 2025 and has held it in 5 quarters since.
Steward Partners Investment Advisory's BondBloxx Private Credit CLO ETF position peaked at $514K in Q4 2025.
76 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.