Green Ridge Wealth Planning LLC Boosts Stock Position in BondBloxx Private Credit CLO ETF $PCMM

Green Ridge Wealth Planning LLC increased its position in shares of BondBloxx Private Credit CLO ETF (NASDAQ:PCMM) by 45.1% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 37,882 shares of the company’s stock after purchasing an additional 11,783 shares during the period. BondBloxx Private Credit CLO ETF makes up about 0.8% of Green Ridge Wealth Planning LLC’s portfolio, making the stock its 27th biggest position. Green Ridge Wealth Planning LLC’s holdings in BondBloxx Private Credit CLO ETF were worth $1,895,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Envestnet Asset Management Inc. lifted its stake in BondBloxx Private Credit CLO ETF by 19.9% in the second quarter. Envestnet Asset Management Inc. now owns 237,363 shares of the company’s stock worth $11,838,000 after acquiring an additional 39,451 shares during the period. NewEdge Wealth LLC increased its position in BondBloxx Private Credit CLO ETF by 6.3% during the 1st quarter. NewEdge Wealth LLC now owns 96,500 shares of the company’s stock valued at $4,745,000 after purchasing an additional 5,705 shares during the period. WT Wealth Management increased its position in BondBloxx Private Credit CLO ETF by 139.5% during the 1st quarter. WT Wealth Management now owns 85,169 shares of the company’s stock valued at $4,188,000 after purchasing an additional 49,608 shares during the period. Mattson Financial Services LLC boosted its stake in shares of BondBloxx Private Credit CLO ETF by 15.4% during the fourth quarter. Mattson Financial Services LLC now owns 76,360 shares of the company’s stock valued at $3,827,000 after purchasing an additional 10,215 shares in the last quarter. Finally, Balance Wealth LLC boosted its stake in shares of BondBloxx Private Credit CLO ETF by 2.7% during the first quarter. Balance Wealth LLC now owns 58,781 shares of the company’s stock valued at $2,890,000 after purchasing an additional 1,542 shares in the last quarter.

BondBloxx Private Credit CLO ETF Price Performance

Shares of PCMM stock opened at $49.88 on Friday. BondBloxx Private Credit CLO ETF has a 52-week low of $48.86 and a 52-week high of $51.14. The company’s 50 day moving average is $49.83 and its 200 day moving average is $49.69.

About BondBloxx Private Credit CLO ETF

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.