WCG
PCMM

Weaver Consulting Group’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Weaver Consulting 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
Q2 		$621K Sell
12,450
-2,000
-14% -$99.2K 0.13% 142
2026
Q1 		$711K Buy
14,450
+80
+0.6% +$4K 0.17% 112
2025
Q4 		$720K Sell
14,370
-100
-0.7% -$5.02K 0.18% 108
2025
Q3 		$732K Buy
14,470
+6,270
+76% +$317K 0.19% 103
2025
Q2 		$413K Buy
+8,200
New +$414K 0.11% 142

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

Weaver Consulting Group's PCMM Position: Q2 2026 in Review

Weaver Consulting Group reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 14% in Q2 2026, selling an estimated $99.2K and leaving 12,450 shares worth $621K. The position accounts for 0.13% of the portfolio, ranked #142.

Weaver Consulting Group first reported a position in PCMM in Q2 2025 and has held it in 5 quarters since. The position peaked at $732K in Q3 2025. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Weaver Consulting Group held 12,450 shares of BondBloxx Private Credit CLO ETF worth $621K as of Q2 2026.
  • Weaver Consulting Group sold 2,000 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $99.2K.
  • BondBloxx Private Credit CLO ETF made up 0.13% of Weaver Consulting Group's portfolio in Q2 2026, its #142 holding.
  • Weaver Consulting Group first reported a position in BondBloxx Private Credit CLO ETF in Q2 2025 and has held it in 5 quarters since.
  • Weaver Consulting Group's BondBloxx Private Credit CLO ETF position peaked at $732K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.