Purchases and Sales Made in Q3 2025 in Bondbloxx ETF Tr Ccc Rated Usd (XCCC)
This table provides information about the institutional ownership of Bondbloxx ETF Tr Ccc Rated Usd (XCCC) during Q3 2025. The information is specifically focused on institutions that hold shares of BONDBLOXX ETF TR CCC-RATED USD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
1.11MNew |
$42.6M - $43.7M
|
1.11M
$42.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
107KNew |
$4.11M - $4.22M
|
107K
$4.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
62.8KNew |
$2.41M - $2.47M
|
62.8K
$2.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
38.5K+ 61.02% |
$1.48M - $1.51M
|
102K
$3.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33.9K+ 153.81% |
$1.3M - $1.33M
|
55.9K
$2.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
21.4KNew |
$820K - $842K
|
21.4K
$812K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.9KNew |
$685K - $703K
|
17.9K
$678K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.89K+ 46.8% |
$341K - $350K
|
27.9K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.48K+ 5.67% |
$248K - $255K
|
121K
$4.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.38KNew |
$244K - $251K
|
6.38K
$242K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.24K+ 16.98% |
$239K - $245K
|
42.9K
$1.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
5.77K+ 6.22% |
$221K - $227K
|
98.6K
$3.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.24KNew |
$201K - $206K
|
5.24K
$199K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
4K+ 25.0% |
$153K - $157K
|
20K
$759K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.87K+ 309.2% |
$148K - $152K
|
5.12K
$194K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
525+ 8.83% |
$20.1K - $20.6K
|
6.47K
$245K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
448New |
$17.2K - $17.6K
|
448
$17K
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
323+ 1.77% |
$12.4K - $12.7K
|
18.6K
$706K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
320New |
$12.3K - $12.6K
|
320
$12.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
290+ 1.0% |
$11.1K - $11.4K
|
29.2K
$1.11M
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
279New |
$10.7K - $11K
|
279
$10.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
100New |
$3.83K - $3.93K
|
100
$3.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
68+ 4.9% |
$2.61K - $2.67K
|
1.46K
$55.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
68New |
$2.61K - $2.67K
|
68
$2.58K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
24+ 92.31% |
$920 - $944
|
50
$1.9K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
19+ 14.18% |
$728 - $747
|
153
$5.81K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-20- 0.85% |
$766 - $787
|
2.34K
$89K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-537- 7.65% |
$20.6K - $21.1K
|
6.48K
$246K
|
|
|
Nov 07, 2025
Q3 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-1.47K- 19.23% |
$56.2K - $57.7K
|
6.16K
$234K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-1.75K- 6.84% |
$67.2K - $68.9K
|
23.9K
$906K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-4.35K- 27.43% |
$167K - $171K
|
11.5K
$437K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.97K- 4.5% |
$190K - $195K
|
105K
$4M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.08K- 37.6% |
$195K - $200K
|
8.43K
$320K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-34K- 14.82% |
$1.3M - $1.34M
|
195K
$7.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-34K- 14.82% |
$1.3M - $1.34M
|
195K
$7.41M
|
|