AXS Investments’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

AXS Investments’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 Q2	–	Sell	-35,000	Closed	-$1.02M	–	221
2024 Q1	$1.02M	Sell	35,000 -15,000	-30%	-$433K	0.24%	160
2023 Q4	$1.44M	Buy	+50,000	New	+$1.38M	0.35%	91
2023 Q3	–	Sell	-71,500	Closed	-$1.99M	–	370
2023 Q2	$1.99M	Buy	+71,500	New	+$1.97M	0.53%	42

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

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

Cerity Partners New York $70.8B AUM 21.68% 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

AXS Investments's ANGL Position: Q2 2024 in Review

AXS Investments sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2024, closing a stake of 35,000 shares — an estimated $1.02M sold.

AXS Investments first reported a position in ANGL in Q2 2023 and held it in 3 quarters. The position peaked at $1.99M in Q2 2023. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2024.

AXS Investments reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
AXS Investments sold 35,000 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2024, an estimated $1.02M.
AXS Investments first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2023 and held it in 3 quarters.
AXS Investments's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.99M in Q2 2023.
333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.