CFA
PCMM

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

Camarda Financial Advisors’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 		$1.52M Buy
30,903
+24
+0.1% +$1.2K 0.8% 49
2025
Q4 		$1.55M Sell
30,879
-933
-3% -$46.9K 0.59% 54
2025
Q3 		$1.61M Sell
31,812
-286
-0.9% -$14.5K 0.59% 54
2025
Q2 		$1.62M Buy
32,098
+1,282
+4% +$64.7K 0.64% 50
2025
Q1 		$1.57M Sell
30,816
-1,943
-6% -$98.8K 0.71% 43
2024
Q4 		$1.66M Buy
+32,759
New +$1.65M 0.62% 50

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 $154M 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 $361M AUM 23.03% 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

Camarda Financial Advisors's PCMM Position: Q1 2026 in Review

Camarda Financial Advisors increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 0.08% in Q1 2026, buying an estimated $1.2K and bringing the position to 30,903 shares worth $1.52M. The position accounts for 0.8% of the portfolio, ranked #49.

Camarda Financial Advisors first reported a position in PCMM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.66M in Q4 2024. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Camarda Financial Advisors held 30,903 shares of BondBloxx Private Credit CLO ETF worth $1.52M as of Q1 2026.
  • Camarda Financial Advisors bought 24 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $1.2K.
  • BondBloxx Private Credit CLO ETF made up 0.8% of Camarda Financial Advisors's portfolio in Q1 2026, its #49 holding.
  • Camarda Financial Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q4 2024 and has held it in 6 quarters since.
  • Camarda Financial Advisors's BondBloxx Private Credit CLO ETF position peaked at $1.66M in Q4 2024.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

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