Capstone Financial Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Capstone Financial Group’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
2020 Q3	$3.41M	Buy	113,986 +64,550	+131%	+$1.94M	2.63%	8
2020 Q2	$1.43M	Buy	49,436 +24,103	+95%	+$663K	1.17%	27
2020 Q1	$641K	Buy	25,333 +22,914	+947%	+$655K	0.66%	43
2019 Q4	$72K	Buy	+2,419	New	+$71K	0.07%	111

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Capstone Financial Group's ANGL Position: Q3 2020 in Review

Capstone Financial Group increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 131% in Q3 2020, buying an estimated $1.94M and bringing the position to 113,986 shares worth $3.41M. The position accounts for 2.63% of the portfolio, ranked #8.

Capstone Financial Group first reported a position in ANGL in Q4 2019 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold ANGL as of Q3 2020.

Capstone Financial Group held 113,986 shares of VanEck Fallen Angel High Yield Bond ETF worth $3.41M as of Q3 2020.
Capstone Financial Group bought 64,550 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2020, an estimated $1.94M.
VanEck Fallen Angel High Yield Bond ETF made up 2.63% of Capstone Financial Group's portfolio in Q3 2020, its #8 holding.
Capstone Financial Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2019 and has held it in 4 quarters since.
227 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.