Atomi Financial Group
PCMM icon

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
Q3 		$3.1M Sell
61,906
-2,893
-4% -$144K 0.08% 193
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

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Wealth Enhancement Advisory Services
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Balance Wealth
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Cambridge Investment Research Advisors
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Onyx Bridge Wealth Group
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Markowski Investments
Markowski Investments Tampa, Florida $448M AUM

Atomi Financial Group's PCMM Position: Q3 2026 in Review

Atomi Financial Group reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 4.5% in Q3 2026, selling an estimated $144K and leaving 61,906 shares worth $3.1M. The position accounts for 0.08% of the portfolio, ranked #193.

Atomi Financial Group first reported a position in PCMM in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.6M in Q4 2025. 41 funds tracked by Wall St. Rank hold PCMM as of Q3 2026.

  • Atomi Financial Group held 61,906 shares of BondBloxx Private Credit CLO ETF worth $3.1M as of Q3 2026.
  • Atomi Financial Group sold 2,893 BondBloxx Private Credit CLO ETF shares in Q3 2026, an estimated $144K.
  • BondBloxx Private Credit CLO ETF made up 0.08% of Atomi Financial Group's portfolio in Q3 2026, its #193 holding.
  • Atomi Financial Group first reported a position in BondBloxx Private Credit CLO ETF in Q4 2025 and has held it in 4 quarters since.
  • Atomi Financial Group's BondBloxx Private Credit CLO ETF position peaked at $3.6M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.