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Commonwealth Financial Services’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Commonwealth Financial Services’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
-20,002
Closed -$541K – 186
2023
Q3 		$541K Buy
+20,002
New +$551K 0.16% 93

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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

Commonwealth Financial Services's ANGL Position: Q4 2023 in Review

Commonwealth Financial Services sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2023, closing a stake of 20,002 shares — an estimated $541K sold.

Commonwealth Financial Services first reported a position in ANGL in Q3 2023 and held it in 1 quarter. The position peaked at $541K in Q3 2023. 340 funds tracked by Wall St. Rank hold ANGL as of Q4 2023.

  • Commonwealth Financial Services reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Commonwealth Financial Services sold 20,002 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2023, an estimated $541K.
  • Commonwealth Financial Services first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2023 and held it in 1 quarter.
  • Commonwealth Financial Services's VanEck Fallen Angel High Yield Bond ETF position peaked at $541K in Q3 2023.
  • 340 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2023.

Based on Commonwealth Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.