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

Altus Wealth 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
2023
Q3 		– Sell
-14,572
Closed -$405K – 130
2023
Q2 		$405K Buy
14,572
+570
+4% +$15.7K 0.25% 88
2023
Q1 		$392K Buy
+14,002
New +$386K 0.26% 87

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Altus Wealth Group's ANGL Position: Q3 2023 in Review

Altus Wealth Group sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2023, closing a stake of 14,572 shares — an estimated $405K sold.

Altus Wealth Group first reported a position in ANGL in Q1 2023 and held it in 2 quarters. The position peaked at $405K in Q2 2023. 306 funds tracked by Wall St. Rank hold ANGL as of Q3 2023.

  • Altus Wealth Group reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Altus Wealth Group sold 14,572 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2023, an estimated $405K.
  • Altus Wealth Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2023 and held it in 2 quarters.
  • Altus Wealth Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $405K in Q2 2023.
  • 306 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2023.

Based on Altus Wealth Group's 13F filing for Q3 2023, filed 13 Nov 2023.