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Cetera Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Cetera Advisors’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
2024
Q1 		$4.01M Buy
138,036
+15,964
+13% +$460K 0.03% 534
2023
Q4 		$3.51M Buy
122,072
+34,214
+39% +$944K 0.05% 356
2023
Q3 		$2.38M Buy
87,858
+4,275
+5% +$118K 0.04% 410
2023
Q2 		$2.32M Buy
83,583
+52,125
+166% +$1.43M 0.04% 415
2023
Q1 		$881K Buy
31,458
+6,629
+27% +$183K 0.01% 743
2022
Q4 		$671K Buy
24,829
+6,096
+33% +$164K 0.01% 830
2022
Q3 		$491K Sell
18,733
-1,550
-8% -$42.9K 0.01% 785
2022
Q2 		$548K Buy
20,283
+585
+3% +$16.7K 0.01% 800
2022
Q1 		$599K Sell
19,698
-2,041
-9% -$63.5K 0.01% 806
2021
Q4 		$717K Sell
21,739
-3,180
-13% -$105K 0.01% 732
2021
Q3 		$824K Sell
24,919
-2,213
-8% -$73.2K 0.02% 678
2021
Q2 		$893K Sell
27,132
-2,638
-9% -$85.1K 0.02% 586
2021
Q1 		$951K Sell
29,770
-73
-0.2% -$2.34K 0.03% 503
2020
Q4 		$958K Buy
29,843
+2,095
+8% +$64.8K 0.03% 427
2020
Q3 		$825K Sell
27,748
-1,183
-4% -$35.5K 0.03% 414
2020
Q2 		$830K Buy
+28,931
New +$796K 0.04% 402
2019
Q2 		– Sell
-5,840
Closed -$169K – 944
2019
Q1 		$169K Sell
5,840
-7,712
-57% -$218K 0.01% 812
2018
Q4 		$363K Sell
13,552
-1,793
-12% -$49.9K 0.02% 577
2018
Q3 		$450K Buy
15,345
+2,246
+17% +$64.9K 0.02% 604
2018
Q2 		$378K Buy
13,099
+2,693
+26% +$78.2K 0.02% 592
2018
Q1 		$305K Buy
10,406
+682
+7% +$20.2K 0.02% 600
2017
Q4 		$290K Buy
9,724
+1,723
+22% +$51.8K 0.02% 588
2017
Q3 		$239K Buy
8,001
+765
+11% +$22.8K 0.01% 690
2017
Q2 		$213K Buy
+7,236
New +$214K 0.01% 712

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
LPL Financial
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cetera Advisors's ANGL Position: Q1 2024 in Review

Cetera Advisors increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 13% in Q1 2024, buying an estimated $460K and bringing the position to 138,036 shares worth $4.01M. The position accounts for 0.03% of the portfolio, ranked #534.

Cetera Advisors first reported a position in ANGL in Q2 2017 and has held it in 24 quarters since. 344 funds tracked by Wall St. Rank hold ANGL as of Q1 2024.

  • Cetera Advisors held 138,036 shares of VanEck Fallen Angel High Yield Bond ETF worth $4.01M as of Q1 2024.
  • Cetera Advisors bought 15,964 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2024, an estimated $460K.
  • VanEck Fallen Angel High Yield Bond ETF made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #534 holding.
  • Cetera Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2017 and has held it in 24 quarters since.
  • 344 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.