WWM
PCMM

Wolff Wiese Magana’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Wolff Wiese Magana’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 		$874K Sell
17,531
-514
-3% -$25.5K 0.4% 68
2026
Q1 		$887K Sell
18,045
-393
-2% -$19.7K 0.49% 60
2025
Q4 		$924K Sell
18,438
-755
-4% -$37.9K 0.51% 60
2025
Q3 		$971K Buy
+19,193
New +$971K 0.55% 61

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

Wolff Wiese Magana's PCMM Position: Q2 2026 in Review

Wolff Wiese Magana reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 2.8% in Q2 2026, selling an estimated $25.5K and leaving 17,531 shares worth $874K. The position accounts for 0.4% of the portfolio, ranked #68.

Wolff Wiese Magana first reported a position in PCMM in Q3 2025 and has held it in 4 quarters since. The position peaked at $971K in Q3 2025. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Wolff Wiese Magana held 17,531 shares of BondBloxx Private Credit CLO ETF worth $874K as of Q2 2026.
  • Wolff Wiese Magana sold 514 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $25.5K.
  • BondBloxx Private Credit CLO ETF made up 0.4% of Wolff Wiese Magana's portfolio in Q2 2026, its #68 holding.
  • Wolff Wiese Magana first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • Wolff Wiese Magana's BondBloxx Private Credit CLO ETF position peaked at $971K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.