Wealth Enhancement Advisory Services
PCMM

Wealth Enhancement Advisory Services’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.28M Buy
+66,013
New +$3.27M 0.01% 1263

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

Wealth Enhancement Advisory Services's PCMM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in BondBloxx Private Credit CLO ETF (PCMM) in Q2 2026: 66,013 shares worth $3.28M. The stake represents 0.01% of the portfolio and ranks #1263 among its holdings.

77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 66,013 shares of BondBloxx Private Credit CLO ETF worth $3.28M as of Q2 2026.
  • BondBloxx Private Credit CLO ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • BondBloxx Private Credit CLO ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1263 holding.
  • 77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.