AFG
PCMM

Atomi Financial Group’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Atomi Financial 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 		$3.23M Sell
64,799
-2,495
-4% -$124K 0.08% 183
2026
Q1 		$3.31M Sell
67,294
-4,441
-6% -$222K 0.1% 158
2025
Q4 		$3.6M Buy
+71,735
New +$3.6M 0.11% 153

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

Atomi Financial Group's PCMM Position: Q2 2026 in Review

Atomi Financial Group reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 3.7% in Q2 2026, selling an estimated $124K and leaving 64,799 shares worth $3.23M. The position accounts for 0.08% of the portfolio, ranked #183.

Atomi Financial Group first reported a position in PCMM in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.6M in Q4 2025. 76 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Atomi Financial Group held 64,799 shares of BondBloxx Private Credit CLO ETF worth $3.23M as of Q2 2026.
  • Atomi Financial Group sold 2,495 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $124K.
  • BondBloxx Private Credit CLO ETF made up 0.08% of Atomi Financial Group's portfolio in Q2 2026, its #183 holding.
  • Atomi Financial Group first reported a position in BondBloxx Private Credit CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • Atomi Financial Group's BondBloxx Private Credit CLO ETF position peaked at $3.6M in Q4 2025.
  • 76 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.