AE Wealth Management’s BondBloxx CCC-Rated USD High Yield Corporate Bond ETF XCCC Stock Holding History

AE Wealth Management’s Portfolio XCCC Stock Details XCCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.11K	Sell	167 -93	-36%	-$3.42K	﹤0.01%	2448
2026 Q1	$9.46K	Buy	+260	New	+$9.7K	﹤0.01%	2288

Other funds holding XCCC

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

SSWM

Strait & Sound Wealth Management San Francisco, California $285M AUM 22.56% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AE Wealth Management's XCCC Position: Q2 2026 in Review

AE Wealth Management reduced its BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) stake by 36% in Q2 2026, selling an estimated $3.42K and leaving 167 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

AE Wealth Management first reported a position in XCCC in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.46K in Q1 2026. 43 funds tracked by Wall St. Rank hold XCCC as of Q2 2026.

AE Wealth Management held 167 shares of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF worth $6.11K as of Q2 2026.
AE Wealth Management sold 93 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $3.42K.
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2448 holding.
AE Wealth Management first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
AE Wealth Management's BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position peaked at $9.46K in Q1 2026.
43 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.