Kingsview Wealth Management LLC Takes Position in BondBloxx Private Credit CLO ETF $PCMM

Kingsview Wealth Management LLC acquired a new stake in shares of BondBloxx Private Credit CLO ETF (NASDAQ:PCMM) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 14,064 shares of the company’s stock, valued at approximately $711,000. Kingsview Wealth Management LLC owned 0.41% of BondBloxx Private Credit CLO ETF at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of PCMM. Envestnet Asset Management Inc. lifted its holdings in shares of BondBloxx Private Credit CLO ETF by 956.9% during the third quarter. Envestnet Asset Management Inc. now owns 149,137 shares of the company’s stock valued at $7,542,000 after purchasing an additional 135,026 shares during the last quarter. Thrivent Financial for Lutherans acquired a new stake in shares of BondBloxx Private Credit CLO ETF in the second quarter worth $3,027,000. Orion Porfolio Solutions LLC grew its holdings in shares of BondBloxx Private Credit CLO ETF by 72.7% during the second quarter. Orion Porfolio Solutions LLC now owns 114,332 shares of the company’s stock valued at $5,760,000 after buying an additional 48,127 shares in the last quarter. Carrera Capital Advisors grew its holdings in shares of BondBloxx Private Credit CLO ETF by 8.0% during the third quarter. Carrera Capital Advisors now owns 591,252 shares of the company’s stock valued at $29,900,000 after buying an additional 43,784 shares in the last quarter. Finally, Signal Advisors Wealth LLC acquired a new position in BondBloxx Private Credit CLO ETF during the third quarter valued at $2,209,000.

BondBloxx Private Credit CLO ETF Price Performance

NASDAQ PCMM opened at $49.80 on Friday. The company has a 50 day simple moving average of $50.22 and a 200-day simple moving average of $50.30. BondBloxx Private Credit CLO ETF has a 52-week low of $48.38 and a 52-week high of $52.02.

BondBloxx Private Credit CLO ETF Announces Dividend

The business also recently declared a dividend, which was paid on Thursday, March 5th. Shareholders of record on Monday, March 2nd were issued a dividend of $0.2317 per share. The ex-dividend date was Monday, March 2nd.

BondBloxx Private Credit CLO ETF Company Profile

The BondBloxx Private Credit CLO ETF (PCMM) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund that seeks capital preservation and current income. The fund invests in a pool of loans to private, middle market companies PCMM was launched on Dec 2, 2024 and is issued by BondBloxx.