CA
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Crewe Advisors’s BondBloxx CCC-Rated USD High Yield Corporate Bond ETF XCCC Stock Holding History

Crewe Advisors’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
2025
Q2 		– Sell
-89
Closed -$3.37K – 836
2025
Q1 		$3.37K Buy
+89
New +$3.47K ﹤0.01% 513

Other funds holding XCCC

AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
SSWM
Strait & Sound Wealth Management San Francisco, California $262M AUM 22.03% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $949M AUM 19.53% 1-Year Est. Return
FW
FullCircle Wealth Dallas, Texas $284M AUM 15.13% 1-Year Est. Return