Kestra Private Wealth Services
XCCC icon

Kestra Private Wealth Services’s BondBloxx CCC-Rated USD High Yield Corporate Bond ETF XCCC Stock Holding History

Kestra Private Wealth Services’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 		$1.33M Buy
36,508
+2,147
+6% +$78.9K 0.01% 759
2026
Q1 		$1.25M Buy
34,361
+5,805
+20% +$217K 0.02% 732
2025
Q4 		$1.09M Buy
28,556
+672
+2% +$25.8K 0.01% 781
2025
Q3 		$1.09M Buy
27,884
+8,890
+47% +$345K 0.01% 737
2025
Q2 		$737K Buy
18,994
+4,044
+27% +$152K 0.01% 863
2025
Q1 		$566K Buy
+14,950
New +$583K 0.01% 902

Other funds holding XCCC

Potomac Fund Management
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 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
CacheTech Inc
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Adams Wealth Management
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
Stadion Money Management
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Strait & Sound Wealth Management
Strait & Sound Wealth Management San Francisco, California $285M AUM 22.56% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
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 $67.3B AUM 21.9% 1-Year Est. Return

Kestra Private Wealth Services's XCCC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) stake by 6.2% in Q2 2026, buying an estimated $78.9K and bringing the position to 36,508 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #759.

Kestra Private Wealth Services first reported a position in XCCC in Q1 2025 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold XCCC as of Q2 2026.

  • Kestra Private Wealth Services held 36,508 shares of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF worth $1.33M as of Q2 2026.
  • Kestra Private Wealth Services bought 2,147 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $78.9K.
  • BondBloxx CCC-Rated USD High Yield Corporate Bond ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #759 holding.
  • Kestra Private Wealth Services first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 43 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.