Beam Wealth Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Beam 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
2021 Q4	–	Sell	-23,329	Closed	-$771K	–	90
2021 Q3	$771K	Buy	23,329 +1,520	+7%	+$50.3K	0.66%	49
2021 Q2	$718K	Hold	21,809	–	–	0.62%	52
2021 Q1	$696K	Sell	21,809 -1,121	-5%	-$36K	0.62%	59
2020 Q4	$736K	Buy	22,930 +3,650	+19%	+$113K	0.69%	50
2020 Q3	$573K	Hold	19,280	–	–	0.54%	55
2020 Q2	$560K	Sell	19,280 -535	-3%	-$14.7K	0.56%	54
2020 Q1	$501K	Hold	19,815	–	–	0.5%	65
2019 Q4	$591K	Buy	+19,815	New	+$582K	0.55%	53

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Beam Wealth Advisors's ANGL Position: Q4 2021 in Review

Beam Wealth Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2021, closing a stake of 23,329 shares — an estimated $771K sold.

Beam Wealth Advisors first reported a position in ANGL in Q4 2019 and held it in 8 quarters. The position peaked at $771K in Q3 2021. 357 funds tracked by Wall St. Rank hold ANGL as of Q4 2021.

Beam Wealth Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
Beam Wealth Advisors sold 23,329 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2021, an estimated $771K.
Beam Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2019 and held it in 8 quarters.
Beam Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $771K in Q3 2021.
357 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.