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

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 Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWM

Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 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. 18 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.
18 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.