Cavalier Investments’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Cavalier Investments’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	-46,676	Closed	-$1.54M	–	99
2021 Q3	$1.54M	Hold	46,676	–	–	0.49%	69
2021 Q2	$1.53M	Hold	46,676	–	–	0.55%	69
2021 Q1	$1.49M	Sell	46,676 -9,266	-17%	-$297K	0.65%	55
2020 Q4	$1.8M	Sell	55,942 -3,147	-5%	-$97.3K	0.82%	44
2020 Q3	$1.76M	Buy	+59,089	New	+$1.77M	1.19%	20

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

Cavalier Investments's ANGL Position: Q4 2021 in Review

Cavalier Investments sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2021, closing a stake of 46,676 shares — an estimated $1.54M sold.

Cavalier Investments first reported a position in ANGL in Q3 2020 and held it in 5 quarters. The position peaked at $1.8M in Q4 2020. 357 funds tracked by Wall St. Rank hold ANGL as of Q4 2021.

Cavalier Investments reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
Cavalier Investments sold 46,676 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2021, an estimated $1.54M.
Cavalier Investments first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2020 and held it in 5 quarters.
Cavalier Investments's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.8M in Q4 2020.
357 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2021.

Based on Cavalier Investments's 13F filing for Q4 2021, filed 2 Feb 2022.