UAG
PCMM

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

United Advisor 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
Q1 		– Sell
-5,635
Closed -$282K – 541
2025
Q4 		$282K Buy
+5,635
New +$283K 0.04% 389

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

United Advisor Group's PCMM Position: Q1 2026 in Review

United Advisor Group sold out of BondBloxx Private Credit CLO ETF (PCMM) in Q1 2026, closing a stake of 5,635 shares — an estimated $282K sold.

United Advisor Group first reported a position in PCMM in Q4 2025 and held it in 1 quarter. The position peaked at $282K in Q4 2025. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • United Advisor Group reported no remaining BondBloxx Private Credit CLO ETF position as of Q1 2026 after selling out during the quarter.
  • United Advisor Group sold 5,635 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $282K.
  • United Advisor Group first reported a position in BondBloxx Private Credit CLO ETF in Q4 2025 and held it in 1 quarter.
  • United Advisor Group's BondBloxx Private Credit CLO ETF position peaked at $282K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.