UBS Group
PCMM

UBS Group’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

UBS Group’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 		– Sell
-573
Closed -$28.2K – 11314
2026
Q1 		$28.2K Buy
+573
New +$28.7K ﹤0.01% 7729
2025
Q4 		– Sell
-10
Closed -$506 – 11409
2025
Q3 		$506 Sell
10
-10
-50% -$506 ﹤0.01% 9645
2025
Q2 		$1.01K Buy
20
+16
+400% +$807 ﹤0.01% 9689
2025
Q1 		$204 Buy
+4
New +$203 ﹤0.01% 9888

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 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
MML Investors Services
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

UBS Group's PCMM Position: Q2 2026 in Review

UBS Group sold out of BondBloxx Private Credit CLO ETF (PCMM) in Q2 2026, closing a stake of 573 shares — an estimated $28.2K sold.

UBS Group first reported a position in PCMM in Q1 2025 and held it in 4 quarters. The position peaked at $28.2K in Q1 2026. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • UBS Group reported no remaining BondBloxx Private Credit CLO ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 573 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $28.2K.
  • UBS Group first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and held it in 4 quarters.
  • UBS Group's BondBloxx Private Credit CLO ETF position peaked at $28.2K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.