Markowski Investments
PCMM icon

Markowski Investments’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Markowski Investments’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 		$2.31M Buy
46,168
+5,194
+13% +$259K 0.52% 35
2026
Q2 		$2.04M Buy
+40,974
New +$2.03M 0.45% 41

Other funds holding PCMM

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Carrera Capital Advisors
Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return
WT Wealth Management
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
Impact Partnership Wealth
Impact Partnership Wealth Marietta, Georgia $1.14B AUM 10.21% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

Markowski Investments's PCMM Position: Q3 2026 in Review

Markowski Investments increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 13% in Q3 2026, buying an estimated $259K and bringing the position to 46,168 shares worth $2.31M. The position accounts for 0.52% of the portfolio, ranked #35.

Markowski Investments first reported a position in PCMM in Q2 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold PCMM as of Q3 2026.

  • Markowski Investments held 46,168 shares of BondBloxx Private Credit CLO ETF worth $2.31M as of Q3 2026.
  • Markowski Investments bought 5,194 BondBloxx Private Credit CLO ETF shares in Q3 2026, an estimated $259K.
  • BondBloxx Private Credit CLO ETF made up 0.52% of Markowski Investments's portfolio in Q3 2026, its #35 holding.
  • Markowski Investments first reported a position in BondBloxx Private Credit CLO ETF in Q2 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2026.

Based on Markowski Investments's 13F filing for Q3 2026, filed 30 Oct 2026.