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

Avitas 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 Q4	$8.1M	Buy	282,562 +6,567	+2%	+$191K	1.12%	22
2024 Q3	$8.12M	Buy	275,995 +9,349	+4%	+$270K	1.14%	20
2024 Q2	$7.55M	Sell	266,646 -1,484	-0.6%	-$42.3K	1.11%	19
2024 Q1	$7.78M	Buy	268,130 +6,888	+3%	+$199K	1.18%	18
2023 Q4	$7.52M	Buy	261,242 +4,348	+2%	+$120K	1.26%	16
2023 Q3	$6.95M	Buy	256,894 +2,188	+0.9%	+$60.3K	1.32%	14
2023 Q2	$7.07M	Buy	254,706 +4,251	+2%	+$117K	1.28%	16
2023 Q1	$7.02M	Buy	250,455 +11,239	+5%	+$310K	1.37%	14
2022 Q4	$6.46M	Buy	+239,216	New	+$6.42M	1.36%	15
2022 Q1	–	Sell	-311,965	Closed	-$10.3M	–	191
2021 Q4	$10.3M	Buy	311,965 +1,411	+0.5%	+$46.4K	1.72%	7
2021 Q3	$10.3M	Sell	310,554 -5,174	-2%	-$171K	1.87%	4
2021 Q2	$10.4M	Buy	315,728 +8,206	+3%	+$265K	1.85%	4
2021 Q1	$9.82M	Buy	307,522 +8,134	+3%	+$261K	1.92%	3
2020 Q4	$9.61M	Buy	299,388 +17,466	+6%	+$540K	1.95%	3
2020 Q3	$8.38M	Buy	281,922 +5,750	+2%	+$172K	2.34%	4
2020 Q2	$7.93M	Buy	+276,172	New	+$7.6M	2.63%	2

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avitas Wealth Management's ANGL Position: Q4 2024 in Review

Avitas Wealth Management increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 2.4% in Q4 2024, buying an estimated $191K and bringing the position to 282,562 shares worth $8.1M. The position accounts for 1.12% of the portfolio, ranked #22.

Avitas Wealth Management first reported a position in ANGL in Q2 2020 and has held it in 16 quarters since. The position peaked at $10.4M in Q2 2021. 345 funds tracked by Wall St. Rank hold ANGL as of Q4 2024.

Avitas Wealth Management held 282,562 shares of VanEck Fallen Angel High Yield Bond ETF worth $8.1M as of Q4 2024.
Avitas Wealth Management bought 6,567 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2024, an estimated $191K.
VanEck Fallen Angel High Yield Bond ETF made up 1.12% of Avitas Wealth Management's portfolio in Q4 2024, its #22 holding.
Avitas Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2020 and has held it in 16 quarters since.
Avitas Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $10.4M in Q2 2021.
345 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.