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

Capital 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 		– Sell
-32,791
Closed -$964K – 42
2024
Q3 		$964K Buy
32,791
+1,717
+6% +$49.6K 0.41% 24
2024
Q2 		$879K Buy
31,074
+2,937
+10% +$83.8K 0.4% 25
2024
Q1 		$817K Sell
28,137
-475
-2% -$13.7K 0.39% 27
2023
Q4 		$823K Sell
28,612
-255
-0.9% -$7.03K 0.42% 28
2023
Q3 		$781K Buy
28,867
+34
+0.1% +$936 0.43% 28
2023
Q2 		$801K Buy
28,833
+1,798
+7% +$49.5K 0.44% 29
2023
Q1 		$758K Sell
27,035
-3,960
-13% -$109K 0.44% 28
2022
Q4 		$837K Buy
30,995
+4,060
+15% +$109K 0.57% 36
2022
Q3 		$706K Buy
26,935
+1,243
+5% +$34.4K 0.55% 35
2022
Q2 		$694K Buy
25,692
+2,084
+9% +$59.3K 0.51% 36
2022
Q1 		$717K Buy
23,608
+3,746
+19% +$116K 0.48% 34
2021
Q4 		$655K Buy
19,862
+711
+4% +$23.4K 0.46% 32
2021
Q3 		$633K Buy
19,151
+704
+4% +$23.3K 0.49% 30
2021
Q2 		$607K Buy
18,447
+2,765
+18% +$89.2K 0.44% 34
2021
Q1 		$500K Buy
15,682
+2,820
+22% +$90.4K 0.4% 30
2020
Q4 		$413K Buy
12,862
+4,246
+49% +$131K 0.36% 29
2020
Q3 		$256K Buy
8,616
+1,404
+19% +$42.1K 0.26% 29
2020
Q2 		$207K Buy
+7,212
New +$198K 0.22% 31

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Capital Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2024, closing a stake of 32,791 shares — an estimated $964K sold.

Capital Wealth Management first reported a position in ANGL in Q2 2020 and held it in 18 quarters. The position peaked at $964K in Q3 2024. 346 funds tracked by Wall St. Rank hold ANGL as of Q4 2024.

  • Capital Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Wealth Management sold 32,791 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2024, an estimated $964K.
  • Capital Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2020 and held it in 18 quarters.
  • Capital Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $964K in Q3 2024.
  • 346 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2024.

Based on Capital Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.