Patriot Financial Group Insurance Agency LLC Makes New $710,000 Investment in BondBloxx Private Credit CLO ETF $PCMM

Patriot Financial Group Insurance Agency LLC purchased a new stake in BondBloxx Private Credit CLO ETF (NASDAQ:PCMM) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 14,440 shares of the company’s stock, valued at approximately $710,000. Patriot Financial Group Insurance Agency LLC owned 0.35% of BondBloxx Private Credit CLO ETF at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in PCMM. Camarda Financial Advisors LLC lifted its position in BondBloxx Private Credit CLO ETF by 4.2% during the second quarter. Camarda Financial Advisors LLC now owns 32,098 shares of the company’s stock valued at $1,617,000 after purchasing an additional 1,282 shares during the last quarter. Orion Porfolio Solutions LLC increased its holdings in shares of BondBloxx Private Credit CLO ETF by 72.7% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 114,332 shares of the company’s stock worth $5,760,000 after buying an additional 48,127 shares during the last quarter. Kingsview Wealth Management LLC purchased a new stake in shares of BondBloxx Private Credit CLO ETF during the 3rd quarter valued at $711,000. Harvest Investment Services LLC purchased a new stake in shares of BondBloxx Private Credit CLO ETF during the 3rd quarter valued at $809,000. Finally, Lake Street Private Wealth LLC raised its position in shares of BondBloxx Private Credit CLO ETF by 1.4% during the 4th quarter. Lake Street Private Wealth LLC now owns 14,981 shares of the company’s stock valued at $751,000 after buying an additional 207 shares in the last quarter.

BondBloxx Private Credit CLO ETF Stock Performance

NASDAQ:PCMM opened at $49.84 on Wednesday. The business has a 50 day moving average of $49.67 and a 200 day moving average of $49.85. BondBloxx Private Credit CLO ETF has a 1-year low of $48.86 and a 1-year high of $51.09.

BondBloxx Private Credit CLO ETF Increases Dividend

The company also recently announced a dividend, which was paid on Thursday, June 4th. Stockholders of record on Monday, June 1st were issued a $0.2631 dividend. This is a positive change from BondBloxx Private Credit CLO ETF’s previous dividend of $0.23. The ex-dividend date was Monday, June 1st.

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.