Columbia Advisory Partners’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Columbia Advisory Partners’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	–	Sell	-22,689	Closed	-$653K	–	54
2023 Q4	$653K	Buy	+22,689	New	+$626K	0.67%	25
2023 Q3	–	Sell	-26,919	Closed	-$748K	–	68
2023 Q2	$748K	Sell	26,919 -88,940	-77%	-$2.45M	0.8%	17
2023 Q1	$3.25M	Buy	115,859 +105,309	+998%	+$2.91M	3.06%	10
2022 Q4	$285K	Buy	+10,550	New	+$283K	0.27%	44

Other funds holding ANGL

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KAM

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

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

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

Columbia Advisory Partners's ANGL Position: Q1 2024 in Review

Columbia Advisory Partners sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2024, closing a stake of 22,689 shares — an estimated $653K sold.

Columbia Advisory Partners first reported a position in ANGL in Q4 2022 and held it in 4 quarters. The position peaked at $3.25M in Q1 2023. 345 funds tracked by Wall St. Rank hold ANGL as of Q1 2024.

Columbia Advisory Partners reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
Columbia Advisory Partners sold 22,689 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2024, an estimated $653K.
Columbia Advisory Partners first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2022 and held it in 4 quarters.
Columbia Advisory Partners's VanEck Fallen Angel High Yield Bond ETF position peaked at $3.25M in Q1 2023.
345 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2024.

Based on Columbia Advisory Partners's 13F filing for Q1 2024, filed 15 Apr 2024.