CFML
PCMM

COMPASS FINANCIAL MANAGEMENT LLC’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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
Q2 		$2.01M Buy
+40,446
New +$2.01M 0.24% 113

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PCMM Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in BondBloxx Private Credit CLO ETF (PCMM) in Q2 2026: 40,446 shares worth $2.01M. The stake represents 0.24% of the portfolio and ranks #113 among its holdings.

57 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 40,446 shares of BondBloxx Private Credit CLO ETF worth $2.01M as of Q2 2026.
  • BondBloxx Private Credit CLO ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • BondBloxx Private Credit CLO ETF made up 0.24% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #113 holding.
  • 57 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.