XCCC β€” BondBloxx CCC Rated USD High Yield Corporate Bond ETF

Ownership history in POTOMAC FUND MANAGEMENT INC /ADV  Β·  2 quarters on record

AI Ownership Summary

POTOMAC FUND MANAGEMENT INC /ADV reported BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 1.85% in 2025 Q3. The latest visible filing shows XCCC at 1.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XCCC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was POTOMAC FUND MANAGEMENT INC /ADV's position in BondBloxx CCC Rated USD High Yield Corporate Bond ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XCCC was reported at 1.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.85% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How POTOMAC FUND MANAGEMENT INC /ADV held XCCC β€” position size vs. price
% of Fund (quarterly)    XCCC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,264,638 +152,613 +13.7% 1.77% $48.1M 2026-02-14 (Est.) $36.93
2025 Q3 INITIATED 1,112,025 β€” β€” 1.85% $43.6M 2025-11-12 $36.89

🏒 Other funds also holding XCCC

As of 2026 Q1 β€” sorted by position size

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 0.8% Dynamic Advisor Solutions LLC 3Y 7Y 0.01%

FAQ About POTOMAC FUND MANAGEMENT INC /ADV and XCCC

These are the practical questions this page is built to answer before you even open the full history table.

How long has POTOMAC FUND MANAGEMENT INC /ADV reported owning XCCC?

POTOMAC FUND MANAGEMENT INC /ADV reported XCCC across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported XCCC position in POTOMAC FUND MANAGEMENT INC /ADV's portfolio?

The largest reported portfolio weight for XCCC was 1.85% in 2025 Q3.

What is the latest reported XCCC position on this page?

The most recent filing on this page is 2025 Q4, when POTOMAC FUND MANAGEMENT INC /ADV reported 1,264,638 shares, equal to 1.77% of portfolio, with an estimated market value of $48.1M.

What does the chart on this XCCC ownership page compare?

The chart compares POTOMAC FUND MANAGEMENT INC /ADV's quarterly XCCC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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