WCG
PCMM icon

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
Q3 		$623K Hold
12,450
– – 0.12% 151
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 $7B AUM 14.85% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
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

Weaver Consulting Group's PCMM Position: Q3 2026 in Review

Weaver Consulting Group held its BondBloxx Private Credit CLO ETF (PCMM) position steady in Q3 2026 at 12,450 shares worth $623K. The position accounts for 0.12% of the portfolio, ranked #151.

Weaver Consulting Group first reported a position in PCMM in Q2 2025 and has held it in 6 quarters since. The position peaked at $732K in Q3 2025. 10 funds tracked by Wall St. Rank hold PCMM as of Q3 2026.

  • Weaver Consulting Group held 12,450 shares of BondBloxx Private Credit CLO ETF worth $623K as of Q3 2026.
  • Weaver Consulting Group left its BondBloxx Private Credit CLO ETF share count unchanged in Q3 2026.
  • BondBloxx Private Credit CLO ETF made up 0.12% of Weaver Consulting Group's portfolio in Q3 2026, its #151 holding.
  • Weaver Consulting Group first reported a position in BondBloxx Private Credit CLO ETF in Q2 2025 and has held it in 6 quarters since.
  • Weaver Consulting Group's BondBloxx Private Credit CLO ETF position peaked at $732K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.