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

Atomi Financial 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
2024
Q1 		– Sell
-20,467
Closed -$589K – 731
2023
Q4 		$589K Buy
+20,467
New +$564K 0.08% 233
2023
Q3 		– Sell
-9,038
Closed -$251K – 350
2023
Q2 		$251K Buy
+9,038
New +$249K 0.11% 216

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atomi Financial Group's ANGL Position: Q1 2024 in Review

Atomi Financial Group sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2024, closing a stake of 20,467 shares — an estimated $589K sold.

Atomi Financial Group first reported a position in ANGL in Q2 2023 and held it in 2 quarters. The position peaked at $589K in Q4 2023. 344 funds tracked by Wall St. Rank hold ANGL as of Q1 2024.

  • Atomi Financial Group reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Atomi Financial Group sold 20,467 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2024, an estimated $589K.
  • Atomi Financial Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2023 and held it in 2 quarters.
  • Atomi Financial Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $589K in Q4 2023.
  • 344 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2024.

Based on Atomi Financial Group's 13F filing for Q1 2024, filed 7 May 2024.