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Bulwark Capital’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Bulwark Capital’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 		$74.5K Hold
1,489
– – 0.04% 73
2026
Q2 		$74.3K Sell
1,489
-12
-0.8% -$595 0.04% 67
2026
Q1 		$73.8K Sell
1,501
-9,616
-86% -$481K 0.05% 66
2025
Q4 		$557K Buy
11,117
+8,830
+386% +$444K 0.4% 38
2025
Q3 		$116K Buy
+2,287
New +$116K 0.09% 61

Other funds holding PCMM

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Carrera Capital Advisors
Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return
WT Wealth Management
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
Impact Partnership Wealth
Impact Partnership Wealth Marietta, Georgia $1.14B AUM 10.21% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return
Balance Wealth
Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

Bulwark Capital's PCMM Position: Q3 2026 in Review

Bulwark Capital held its BondBloxx Private Credit CLO ETF (PCMM) position steady in Q3 2026 at 1,489 shares worth $74.5K. The position accounts for 0.04% of the portfolio, ranked #73.

Bulwark Capital first reported a position in PCMM in Q3 2025 and has held it in 5 quarters since. The position peaked at $557K in Q4 2025. 53 funds tracked by Wall St. Rank hold PCMM as of Q3 2026.

  • Bulwark Capital held 1,489 shares of BondBloxx Private Credit CLO ETF worth $74.5K as of Q3 2026.
  • Bulwark Capital left its BondBloxx Private Credit CLO ETF share count unchanged in Q3 2026.
  • BondBloxx Private Credit CLO ETF made up 0.04% of Bulwark Capital's portfolio in Q3 2026, its #73 holding.
  • Bulwark Capital first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 5 quarters since.
  • Bulwark Capital's BondBloxx Private Credit CLO ETF position peaked at $557K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.