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

Compass Financial Management’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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

Compass Financial Management's PCMM Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
BondBloxx Private Credit CLO ETF made up 0.24% of Compass Financial Management's portfolio in Q2 2026, its #113 holding.
72 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.