Certified Advisory Corp’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Certified Advisory Corp’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 Q4	–	Sell	-8,751	Closed	-$237K	–	267
2023 Q3	$237K	Buy	8,751 +93	+1%	+$2.56K	0.04%	212
2023 Q2	$240K	Sell	8,658 -458	-5%	-$12.6K	0.04%	206
2023 Q1	$255K	Sell	9,116 -105	-1%	-$2.9K	0.05%	210
2022 Q4	$249K	Buy	+9,221	New	+$248K	0.05%	202
2022 Q1	–	Sell	-6,192	Closed	-$204K	–	250
2021 Q4	$204K	Buy	+6,192	New	+$204K	0.05%	212
2021 Q3	–	Sell	-6,371	Closed	-$210K	–	247
2021 Q2	$210K	Buy	6,371 +794	+14%	+$25.6K	0.05%	204
2021 Q1	$178K	Buy	+5,577	New	+$179K	0.05%	204
2020 Q2	$101K	Buy	3,518 +1,480	+73%	+$40.7K	0.03%	229
2020 Q1	$52K	Buy	+2,038	New	+$58.3K	0.02%	267

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Certified Advisory Corp's ANGL Position: Q4 2023 in Review

Certified Advisory Corp sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2023, closing a stake of 8,751 shares — an estimated $237K sold.

Certified Advisory Corp first reported a position in ANGL in Q1 2020 and held it in 9 quarters. The position peaked at $255K in Q1 2023. 340 funds tracked by Wall St. Rank hold ANGL as of Q4 2023.

Certified Advisory Corp reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 8,751 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2023, an estimated $237K.
Certified Advisory Corp first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2020 and held it in 9 quarters.
Certified Advisory Corp's VanEck Fallen Angel High Yield Bond ETF position peaked at $255K in Q1 2023.
340 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.