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

Catalyst 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
2023 Q1	$500K	Sell	17,848 -2,308	-11%	-$63.7K	0.47%	75
2022 Q4	$545K	Buy	+20,156	New	+$541K	0.51%	70

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 $7.59B AUM 23.38% 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 $445B AUM 25.58% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

Catalyst Wealth Management's ANGL Position: Q1 2023 in Review

Catalyst Wealth Management reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 11% in Q1 2023, selling an estimated $63.7K and leaving 17,848 shares worth $500K. The position accounts for 0.47% of the portfolio, ranked #75.

Catalyst Wealth Management first reported a position in ANGL in Q4 2022 and has held it in 2 quarters since. The position peaked at $545K in Q4 2022. 315 funds tracked by Wall St. Rank hold ANGL as of Q1 2023.

Catalyst Wealth Management held 17,848 shares of VanEck Fallen Angel High Yield Bond ETF worth $500K as of Q1 2023.
Catalyst Wealth Management sold 2,308 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2023, an estimated $63.7K.
VanEck Fallen Angel High Yield Bond ETF made up 0.47% of Catalyst Wealth Management's portfolio in Q1 2023, its #75 holding.
Catalyst Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2022 and has held it in 2 quarters since.
Catalyst Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $545K in Q4 2022.
315 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.