Colton Groome Financial Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Colton Groome Financial 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
2025 Q1	–	Sell	-9,990	Closed	-$286K	–	124
2024 Q4	$286K	Sell	9,990 -3,609	-27%	-$105K	0.11%	101
2024 Q3	$400K	Buy	13,599 +660	+5%	+$19.1K	0.15%	88
2024 Q2	$366K	Sell	12,939 -7,638	-37%	-$218K	0.14%	83
2024 Q1	$597K	Sell	20,577 -10,167	-33%	-$293K	0.24%	62
2023 Q4	$885K	Sell	30,744 -15,513	-34%	-$428K	0.39%	47
2023 Q3	$1.25M	Sell	46,257 -18,247	-28%	-$503K	0.63%	40
2023 Q2	$1.79M	Sell	64,504 -25,575	-28%	-$704K	0.84%	35
2023 Q1	$2.52M	Buy	90,079 +41,531	+86%	+$1.15M	1.2%	25
2022 Q4	$1.31M	Buy	+48,548	New	+$1.3M	0.64%	38
2022 Q2	–	Sell	-62,604	Closed	-$1.9M	–	108
2022 Q1	$1.9M	Sell	62,604 -53,186	-46%	-$1.65M	0.88%	29
2021 Q4	$3.82M	Buy	115,790 +11,816	+11%	+$389K	1.55%	20
2021 Q3	$3.44M	Buy	103,974 +670	+0.6%	+$22.2K	1.49%	18
2021 Q2	$3.4M	Sell	103,304 -1,889	-2%	-$60.9K	1.56%	18
2021 Q1	$3.36M	Buy	+105,193	New	+$3.37M	1.88%	19

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Colton Groome Financial Advisors's ANGL Position: Q1 2025 in Review

Colton Groome Financial Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2025, closing a stake of 9,990 shares — an estimated $286K sold.

Colton Groome Financial Advisors first reported a position in ANGL in Q1 2021 and held it in 14 quarters. The position peaked at $3.82M in Q4 2021. 344 funds tracked by Wall St. Rank hold ANGL as of Q1 2025.

Colton Groome Financial Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Colton Groome Financial Advisors sold 9,990 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2025, an estimated $286K.
Colton Groome Financial Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2021 and held it in 14 quarters.
Colton Groome Financial Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $3.82M in Q4 2021.
344 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2025.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.