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Cascadia Advisory Services’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Cascadia Advisory Services’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
Q3 		– Sell
-11,981
Closed -$394K – 247
2021
Q2 		$394K Buy
11,981
+1,725
+17% +$55.6K 0.09% 186
2021
Q1 		$327K Buy
+10,256
New +$329K 0.07% 193
2019
Q4 		$3.22M Buy
+107,938
New +$3.17M 0.92% 18

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cascadia Advisory Services's ANGL Position: Q3 2021 in Review

Cascadia Advisory Services sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2021, closing a stake of 11,981 shares — an estimated $394K sold.

Cascadia Advisory Services first reported a position in ANGL in Q4 2019 and held it in 3 quarters. The position peaked at $3.22M in Q4 2019. 321 funds tracked by Wall St. Rank hold ANGL as of Q3 2021.

  • Cascadia Advisory Services reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Cascadia Advisory Services sold 11,981 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2021, an estimated $394K.
  • Cascadia Advisory Services first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2019 and held it in 3 quarters.
  • Cascadia Advisory Services's VanEck Fallen Angel High Yield Bond ETF position peaked at $3.22M in Q4 2019.
  • 321 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.