Wealth Enhancement Advisory Services
XCCC icon

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

Wealth Enhancement Advisory 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
Q3 		$3.45M Buy
102,993
+15,027
+17% +$535K 0.01% 1317
2026
Q2 		$3.19M Buy
+87,966
New +$3.23M 0.01% 1278

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Sound Income Strategies
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HBW Advisory Services
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Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Aventus Investment Advisors
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Wealth Enhancement Advisory Services's XCCC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) stake by 17% in Q3 2026, buying an estimated $535K and bringing the position to 102,993 shares worth $3.45M. The position accounts for 0.01% of the portfolio, ranked #1317.

Wealth Enhancement Advisory Services first reported a position in XCCC in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold XCCC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 102,993 shares of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF worth $3.45M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 15,027 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $535K.
  • BondBloxx CCC-Rated USD High Yield Corporate Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1317 holding.
  • Wealth Enhancement Advisory Services first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.