HCA
PCMM

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

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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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

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. 76 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.
  • 76 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.