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

Heck Capital 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 Q2	$386K	Buy	7,743 +1,593	+26%	+$79K	0.02%	167
2026 Q1	$302K	Buy	6,150 +238	+4%	+$11.9K	0.02%	177
2025 Q4	$297K	Buy	5,912 +535	+10%	+$26.9K	0.02%	187
2025 Q3	$272K	Buy	5,377 +1,095	+26%	+$55.4K	0.02%	180
2025 Q2	$216K	Buy	4,282 +12	+0.3%	+$606	0.02%	173
2025 Q1	$217K	Buy	+4,270	New	+$217K	0.02%	151

Other funds holding PCMM

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

IPW

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LRWM

Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VCM

Vavra Capital Management Collegeville, Pennsylvania $114M AUM

Heck Capital Advisors's PCMM Position: Q2 2026 in Review

Heck Capital Advisors increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 26% in Q2 2026, buying an estimated $79K and bringing the position to 7,743 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #167.

Heck Capital Advisors first reported a position in PCMM in Q1 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

Heck Capital Advisors held 7,743 shares of BondBloxx Private Credit CLO ETF worth $386K as of Q2 2026.
Heck Capital Advisors bought 1,593 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $79K.
BondBloxx Private Credit CLO ETF made up 0.02% of Heck Capital Advisors's portfolio in Q2 2026, its #167 holding.
Heck Capital Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and has held it in 6 quarters since.
30 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.