BondBloxx Private Credit CLO ETF $PCMM Stock Position Lifted by Green Ridge Wealth Planning LLC

Green Ridge Wealth Planning LLC lifted its stake in shares of BondBloxx Private Credit CLO ETF (NASDAQ:PCMM) by 166.0% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 26,099 shares of the company’s stock after purchasing an additional 16,287 shares during the quarter. Green Ridge Wealth Planning LLC owned about 0.67% of BondBloxx Private Credit CLO ETF worth $1,302,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Compound Planning Inc. bought a new position in BondBloxx Private Credit CLO ETF in the 4th quarter valued at about $3,595,000. Thrivent Financial for Lutherans acquired a new position in BondBloxx Private Credit CLO ETF during the 4th quarter valued at about $3,318,000. WT Wealth Management raised its position in shares of 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 worth $4,188,000 after buying an additional 49,608 shares in the last quarter. Jane Street Group LLC raised its position in shares of BondBloxx Private Credit CLO ETF by 359.6% during the 4th quarter. Jane Street Group LLC now owns 63,043 shares of the company’s stock worth $3,160,000 after buying an additional 49,327 shares in the last quarter. Finally, Orion Porfolio Solutions LLC lifted its stake 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 acquiring an additional 48,127 shares during the period.

BondBloxx Private Credit CLO ETF Trading Down 0.1%

BondBloxx Private Credit CLO ETF stock opened at $49.70 on Friday. The firm has a 50 day simple moving average of $49.75 and a 200-day simple moving average of $49.77. BondBloxx Private Credit CLO ETF has a 12-month low of $48.86 and a 12-month high of $51.09.

BondBloxx Private Credit CLO ETF Increases Dividend

The company also recently declared a monthly dividend, which was paid on Thursday, August 6th. Shareholders of record on Monday, August 3rd were paid a dividend of $0.2559 per share. This represents a c) dividend on an annualized basis and a yield of 6.2%. The ex-dividend date of this dividend was Monday, August 3rd. This is an increase from BondBloxx Private Credit CLO ETF’s previous monthly dividend of $0.26.

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.