Wealth Enhancement Advisory Services
PCMM icon

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
Q3 		$4.29M Buy
86,006
+19,993
+30% +$996K 0.01% 1191
2026
Q2 		$3.28M Buy
+66,013
New +$3.27M 0.01% 1263

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

Wealth Enhancement Advisory Services's PCMM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 30% in Q3 2026, buying an estimated $996K and bringing the position to 86,006 shares worth $4.29M. The position accounts for 0.01% of the portfolio, ranked #1191.

Wealth Enhancement Advisory Services first reported a position in PCMM in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold PCMM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 86,006 shares of BondBloxx Private Credit CLO ETF worth $4.29M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 19,993 BondBloxx Private Credit CLO ETF shares in Q3 2026, an estimated $996K.
  • BondBloxx Private Credit CLO ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1191 holding.
  • Wealth Enhancement Advisory Services first reported a position in BondBloxx Private Credit CLO ETF in Q2 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.