AWM
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Accurate Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Accurate Wealth Management’s Portfolio ANGL Stock Details ANGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13
Closed -$361 – 304
2022
Q4 		$361 Buy
+13
New +$349 ﹤0.01% 1524

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
DMBA
Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Accurate Wealth Management's ANGL Position: Q1 2023 in Review

Accurate Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2023, closing a stake of 13 shares — an estimated $361 sold.

Accurate Wealth Management first reported a position in ANGL in Q4 2022 and held it in 1 quarter. The position peaked at $361 in Q4 2022. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2023.

  • Accurate Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 13 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2023, an estimated $361.
  • Accurate Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $361 in Q4 2022.
  • 314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.