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
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
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

Wealth Preservation Advisors's PCMM Position: Q1 2026 in Review

Wealth Preservation Advisors increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 228% in Q1 2026, buying an estimated $159K and bringing the position to 4,572 shares worth $225K. The position accounts for 0.19% of the portfolio, ranked #57.

Wealth Preservation Advisors first reported a position in PCMM in Q4 2025 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Wealth Preservation Advisors held 4,572 shares of BondBloxx Private Credit CLO ETF worth $225K as of Q1 2026.
  • Wealth Preservation Advisors bought 3,176 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $159K.
  • BondBloxx Private Credit CLO ETF made up 0.19% of Wealth Preservation Advisors's portfolio in Q1 2026, its #57 holding.
  • Wealth Preservation Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.