Stratos Investment Management’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Stratos Investment Management’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	$766K	Buy	15,367 +2,747	+22%	+$136K	0.03%	224
2026 Q1	$621K	Buy	12,620 +191	+2%	+$9.55K	0.02%	231
2025 Q4	$623K	Buy	12,429 +599	+5%	+$30.1K	0.03%	218
2025 Q3	$598K	Buy	11,830 +973	+9%	+$49.2K	0.02%	224
2025 Q2	$547K	Buy	+10,857	New	+$548K	0.03%	241

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

Stratos Investment Management's PCMM Position: Q2 2026 in Review

Stratos Investment Management increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 22% in Q2 2026, buying an estimated $136K and bringing the position to 15,367 shares worth $766K. The position accounts for 0.03% of the portfolio, ranked #224.

Stratos Investment Management first reported a position in PCMM in Q2 2025 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

Stratos Investment Management held 15,367 shares of BondBloxx Private Credit CLO ETF worth $766K as of Q2 2026.
Stratos Investment Management bought 2,747 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $136K.
BondBloxx Private Credit CLO ETF made up 0.03% of Stratos Investment Management's portfolio in Q2 2026, its #224 holding.
Stratos Investment Management first reported a position in BondBloxx Private Credit CLO ETF in Q2 2025 and has held it in 5 quarters since.
76 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.