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

Aprio 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	-8,527	Closed	-$230K	–	132
2022 Q4	$230K	Sell	8,527 -2,591	-23%	-$69.6K	0.08%	107
2022 Q3	$292K	Sell	11,118 -160,282	-94%	-$4.43M	0.12%	77
2022 Q2	$4.63M	Buy	171,400 +3,300	+2%	+$93.9K	1.84%	15
2022 Q1	$5.11M	Buy	168,100 +18,749	+13%	+$583K	1.95%	15
2021 Q4	$4.92M	Buy	149,351 +29,058	+24%	+$956K	2.06%	13
2021 Q3	$3.98M	Buy	+120,293	New	+$3.98M	1.81%	13

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Aprio Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2023, closing a stake of 8,527 shares — an estimated $230K sold.

Aprio Wealth Management first reported a position in ANGL in Q3 2021 and held it in 6 quarters. The position peaked at $5.11M in Q1 2022. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2023.

Aprio Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Aprio Wealth Management sold 8,527 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2023, an estimated $230K.
Aprio Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2021 and held it in 6 quarters.
Aprio Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $5.11M in Q1 2022.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2023.

Based on Aprio Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.