B. Riley Wealth Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

B. Riley Wealth Advisors’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	-9,503	Closed	-$257K	–	1521
2022 Q4	$257K	Sell	9,503 -1,755	-16%	-$47.1K	0.01%	1121
2022 Q3	$296K	Buy	+11,258	New	+$311K	0.01%	1007
2022 Q2	–	Sell	-17,820	Closed	-$543K	–	1238
2022 Q1	$543K	Sell	17,820 -45,461	-72%	-$1.41M	0.02%	709
2021 Q4	$2.09M	Sell	63,281 -114	-0.2%	-$3.75K	0.06%	337
2021 Q3	$2.1M	Sell	63,395 -241	-0.4%	-$7.97K	0.07%	317
2021 Q2	$2.1M	Buy	63,636 +3,407	+6%	+$110K	0.07%	322
2021 Q1	$1.92M	Sell	60,229 -80	-0.1%	-$2.57K	0.07%	313
2020 Q4	$1.94M	Sell	60,309 -10,166	-14%	-$314K	0.1%	208
2020 Q3	$2.1M	Buy	+70,475	New	+$2.11M	0.11%	191
2018 Q2	–	Sell	-7,514	Closed	-$219K	–	675
2018 Q1	$219K	Buy	+7,514	New	+$223K	0.03%	556

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

B. Riley Wealth Advisors's ANGL Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2023, closing a stake of 9,503 shares — an estimated $257K sold.

B. Riley Wealth Advisors first reported a position in ANGL in Q1 2018 and held it in 10 quarters. The position peaked at $2.1M in Q3 2020. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2023.

B. Riley Wealth Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 9,503 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2023, an estimated $257K.
B. Riley Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2018 and held it in 10 quarters.
B. Riley Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $2.1M in Q3 2020.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.