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Advisor Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Advisor Group’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
2019
Q4 		$3.39M Buy
113,429
+30,573
+37% +$898K 0.02% 565
2019
Q3 		$2.43M Buy
82,856
+27,989
+51% +$818K 0.02% 685
2019
Q2 		$1.61M Buy
54,867
+10,944
+25% +$316K 0.01% 859
2019
Q1 		$1.26M Buy
43,923
+2,216
+5% +$62.5K 0.01% 957
2018
Q4 		$1.11M Buy
41,707
+1,307
+3% +$36.4K 0.01% 897
2018
Q3 		$1.18M Buy
40,400
+20,708
+105% +$599K 0.01% 884
2018
Q2 		$565K Buy
19,692
+628
+3% +$18.2K 0.01% 1219
2018
Q1 		$554K Sell
19,064
-4,301
-18% -$127K 0.01% 1251
2017
Q4 		$699K Sell
23,365
-3,200
-12% -$96.2K 0.01% 1109
2017
Q3 		$805K Buy
26,565
+8,416
+46% +$251K 0.01% 925
2017
Q2 		$538K Buy
18,149
+11,408
+169% +$337K 0.01% 1105
2017
Q1 		$200K Sell
6,741
-1,600
-19% -$46.8K ﹤0.01% 1656
2016
Q4 		$240K Buy
8,341
+3,629
+77% +$104K 0.01% 1434
2016
Q3 		$136K Buy
4,712
+1,677
+55% +$47.6K ﹤0.01% 1798
2016
Q2 		$83K Buy
+3,035
New +$81.4K ﹤0.01% 2058

Other funds holding ANGL

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group's ANGL Position: Q4 2019 in Review

Advisor Group increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 37% in Q4 2019, buying an estimated $898K and bringing the position to 113,429 shares worth $3.39M. The position accounts for 0.02% of the portfolio, ranked #565.

Advisor Group first reported a position in ANGL in Q2 2016 and has held it in 15 quarters since. 170 funds tracked by Wall St. Rank hold ANGL as of Q4 2019.

  • Advisor Group held 113,429 shares of VanEck Fallen Angel High Yield Bond ETF worth $3.39M as of Q4 2019.
  • Advisor Group bought 30,573 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2019, an estimated $898K.
  • VanEck Fallen Angel High Yield Bond ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #565 holding.
  • Advisor Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2016 and has held it in 15 quarters since.
  • 170 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.