WPA
PCMM

Wealth Preservation Advisors’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Wealth Preservation Advisors’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 		$124K Sell
2,479
-2,093
-46% -$104K 0.07% 84
2026
Q1 		$225K Buy
4,572
+3,176
+228% +$159K 0.19% 57
2025
Q4 		$70K Buy
+1,396
New +$70.1K 0.04% 170

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 Preservation Advisors's PCMM Position: Q2 2026 in Review

Wealth Preservation Advisors reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 46% in Q2 2026, selling an estimated $104K and leaving 2,479 shares worth $124K. The position accounts for 0.07% of the portfolio, ranked #84.

Wealth Preservation Advisors first reported a position in PCMM in Q4 2025 and has held it in 3 quarters since. The position peaked at $225K in Q1 2026. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Wealth Preservation Advisors held 2,479 shares of BondBloxx Private Credit CLO ETF worth $124K as of Q2 2026.
  • Wealth Preservation Advisors sold 2,093 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $104K.
  • BondBloxx Private Credit CLO ETF made up 0.07% of Wealth Preservation Advisors's portfolio in Q2 2026, its #84 holding.
  • Wealth Preservation Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Preservation Advisors's BondBloxx Private Credit CLO ETF position peaked at $225K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.