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

Aspire 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
2024 Q3	$149K	Sell	5,074 -3,977	-44%	-$115K	0.08%	109
2024 Q2	$256K	Buy	9,051 +143	+2%	+$4.08K	0.15%	86
2024 Q1	$259K	Buy	8,908 +130	+1%	+$3.75K	0.16%	82
2023 Q4	$253K	Buy	8,778 +89	+1%	+$2.45K	0.17%	84
2023 Q3	$235K	Buy	8,689 +121	+1%	+$3.33K	0.18%	82
2023 Q2	$238K	Buy	8,568 +114	+1%	+$3.14K	0.18%	81
2023 Q1	$237K	Buy	8,454 +104	+1%	+$2.87K	0.19%	80
2022 Q4	$226K	Buy	8,350 +100	+1%	+$2.69K	0.2%	78
2022 Q3	$216K	Buy	8,250 +96	+1%	+$2.65K	0.2%	77
2022 Q2	$220K	Buy	8,154 +90	+1%	+$2.56K	0.2%	79
2022 Q1	$245K	Buy	8,064 +74	+0.9%	+$2.3K	0.19%	81
2021 Q4	$263K	Buy	+7,990	New	+$263K	0.21%	74

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Aspire Wealth Management's ANGL Position: Q3 2024 in Review

Aspire Wealth Management reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 44% in Q3 2024, selling an estimated $115K and leaving 5,074 shares worth $149K. The position accounts for 0.08% of the portfolio, ranked #109.

Aspire Wealth Management first reported a position in ANGL in Q4 2021 and has held it in 12 quarters since. The position peaked at $263K in Q4 2021. 343 funds tracked by Wall St. Rank hold ANGL as of Q3 2024.

Aspire Wealth Management held 5,074 shares of VanEck Fallen Angel High Yield Bond ETF worth $149K as of Q3 2024.
Aspire Wealth Management sold 3,977 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2024, an estimated $115K.
VanEck Fallen Angel High Yield Bond ETF made up 0.08% of Aspire Wealth Management's portfolio in Q3 2024, its #109 holding.
Aspire Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $263K in Q4 2021.
343 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.