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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $238M AUM
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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. 11 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.
  • 11 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.