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

Posted by Anthony Miller on Jul 1st, 2026

Patriot Financial Group Insurance Agency LLC acquired a new position in BondBloxx Private Credit CLO ETF (NASDAQ:PCMM – Free Report) in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 14,440 shares of the company’s stock, valued at approximately $710,000.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Royal Bank of Canada bought a new position in shares of BondBloxx Private Credit CLO ETF in the 4th quarter worth about $64,000. Wealth Preservation Advisors LLC bought a new stake in BondBloxx Private Credit CLO ETF during the fourth quarter worth about $70,000. Sentinel Pension Advisors LLC purchased a new stake in BondBloxx Private Credit CLO ETF in the fourth quarter worth about $239,000. Brady Martz Wealth Solutions LLC purchased a new stake in BondBloxx Private Credit CLO ETF in the first quarter worth about $245,000. Finally, Avaii Wealth Management LLC increased its stake in shares of BondBloxx Private Credit CLO ETF by 18.1% during the fourth quarter. Avaii Wealth Management LLC now owns 5,206 shares of the company’s stock valued at $261,000 after purchasing an additional 798 shares in the last quarter.

BondBloxx Private Credit CLO ETF Stock Down 0.2%

PCMM stock opened at $49.84 on Wednesday. BondBloxx Private Credit CLO ETF has a twelve month low of $48.86 and a twelve month high of $51.09. 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 Increases Dividend

The firm also recently declared a dividend, which was paid on Thursday, June 4th. Stockholders of record on Monday, June 1st were issued a dividend of $0.2631 per share. The ex-dividend date of this dividend was Monday, June 1st. This is an increase from BondBloxx Private Credit CLO ETF’s previous dividend of $0.23.

BondBloxx Private Credit CLO ETF Company Profile

(Free Report)

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.