WT Wealth Management’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

WT Wealth Management’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	$8.13M	Buy	162,418 +91,343	+129%	+$4.55M	2.28%	10
2026 Q2	$3.54M	Sell	71,075 -14,094	-17%	-$699K	0.98%	27
2026 Q1	$4.19M	Buy	85,169 +49,608	+140%	+$2.48M	1.25%	24
2025 Q4	$1.78M	Buy	+35,561	New	+$1.79M	0.51%	53

Other funds holding PCMM

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

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

WT Wealth Management's PCMM Position: Q3 2026 in Review

WT Wealth Management increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 129% in Q3 2026, buying an estimated $4.55M and bringing the position to 162,418 shares worth $8.13M. The position accounts for 2.28% of the portfolio, ranked #10.

WT Wealth Management first reported a position in PCMM in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold PCMM as of Q3 2026.

WT Wealth Management held 162,418 shares of BondBloxx Private Credit CLO ETF worth $8.13M as of Q3 2026.
WT Wealth Management bought 91,343 BondBloxx Private Credit CLO ETF shares in Q3 2026, an estimated $4.55M.
BondBloxx Private Credit CLO ETF made up 2.28% of WT Wealth Management's portfolio in Q3 2026, its #10 holding.
WT Wealth Management first reported a position in BondBloxx Private Credit CLO ETF in Q4 2025 and has held it in 4 quarters since.
10 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.