Brucke Financial
PCMM icon

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

Brucke Financial’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 		– Sell
-23,000
Closed -$1.15M – 202
2026
Q2 		$1.15M Sell
23,000
-417
-2% -$20.7K 0.51% 38
2026
Q1 		$1.15M Sell
23,417
-4,969
-18% -$249K 0.58% 35
2025
Q4 		$1.42M Buy
28,386
+21,668
+323% +$1.09M 0.78% 24
2025
Q3 		$339K Buy
+6,718
New +$340K 0.2% 110

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Balance Wealth
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Onyx Bridge Wealth Group
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Markowski Investments
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Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Brucke Financial's PCMM Position: Q3 2026 in Review

Brucke Financial sold out of BondBloxx Private Credit CLO ETF (PCMM) in Q3 2026, closing a stake of 23,000 shares — an estimated $1.15M sold.

Brucke Financial first reported a position in PCMM in Q3 2025 and held it in 4 quarters. The position peaked at $1.42M in Q4 2025. 29 funds tracked by Wall St. Rank hold PCMM as of Q3 2026.

  • Brucke Financial reported no remaining BondBloxx Private Credit CLO ETF position as of Q3 2026 after selling out during the quarter.
  • Brucke Financial sold 23,000 BondBloxx Private Credit CLO ETF shares in Q3 2026, an estimated $1.15M.
  • Brucke Financial first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and held it in 4 quarters.
  • Brucke Financial's BondBloxx Private Credit CLO ETF position peaked at $1.42M in Q4 2025.
  • 29 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2026.

Based on Brucke Financial's 13F filing for Q3 2026, filed 23 Oct 2026.