AWM
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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 +$9.72K ﹤0.01% 2288

Other funds holding XCCC

PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
SMM
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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 44 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.
  • 44 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.