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
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
OA
Oasis Advisors Forest City, Iowa $509M AUM
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Atomi Financial Group's PCMM Position: Q1 2026 in Review

Atomi Financial Group reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 6.2% in Q1 2026, selling an estimated $222K and leaving 67,294 shares worth $3.31M. The position accounts for 0.1% of the portfolio, ranked #158.

Atomi Financial Group first reported a position in PCMM in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.6M in Q4 2025. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Atomi Financial Group held 67,294 shares of BondBloxx Private Credit CLO ETF worth $3.31M as of Q1 2026.
  • Atomi Financial Group sold 4,441 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $222K.
  • BondBloxx Private Credit CLO ETF made up 0.1% of Atomi Financial Group's portfolio in Q1 2026, its #158 holding.
  • Atomi Financial Group first reported a position in BondBloxx Private Credit CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • Atomi Financial Group's BondBloxx Private Credit CLO ETF position peaked at $3.6M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.