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 Q3	–	Sell	-7,743	Closed	-$386K	–	260
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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Heck Capital Advisors's PCMM Position: Q3 2026 in Review

Heck Capital Advisors sold out of BondBloxx Private Credit CLO ETF (PCMM) in Q3 2026, closing a stake of 7,743 shares — an estimated $386K sold.

Heck Capital Advisors first reported a position in PCMM in Q1 2025 and held it in 6 quarters. The position peaked at $386K in Q2 2026. 41 funds tracked by Wall St. Rank hold PCMM as of Q3 2026.

Heck Capital Advisors reported no remaining BondBloxx Private Credit CLO ETF position as of Q3 2026 after selling out during the quarter.
Heck Capital Advisors sold 7,743 BondBloxx Private Credit CLO ETF shares in Q3 2026, an estimated $386K.
Heck Capital Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and held it in 6 quarters.
Heck Capital Advisors's BondBloxx Private Credit CLO ETF position peaked at $386K in Q2 2026.
41 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2026.

Based on Heck Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.