PFGIA
PCMM

Patriot Financial Group Insurance Agency’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Patriot Financial Group Insurance Agency’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 		$362K Sell
7,261
-7,179
-50% -$356K 0.04% 366
2026
Q1 		$710K Buy
+14,440
New +$722K 0.04% 370

Other funds holding PCMM

GI
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Patriot Financial Group Insurance Agency's PCMM Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 50% in Q2 2026, selling an estimated $356K and leaving 7,261 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #366.

Patriot Financial Group Insurance Agency first reported a position in PCMM in Q1 2026 and has held it in 2 quarters since. The position peaked at $710K in Q1 2026. 29 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 7,261 shares of BondBloxx Private Credit CLO ETF worth $362K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 7,179 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $356K.
  • BondBloxx Private Credit CLO ETF made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #366 holding.
  • Patriot Financial Group Insurance Agency first reported a position in BondBloxx Private Credit CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • Patriot Financial Group Insurance Agency's BondBloxx Private Credit CLO ETF position peaked at $710K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.