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

Crewe 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
2023 Q2	–	Sell	-6	Closed	-$169	–	879
2023 Q1	$169	Hold	6	–	–	﹤0.01%	797
2022 Q4	$162	Hold	6	–	–	﹤0.01%	1004
2022 Q3	$0	Hold	6	–	–	﹤0.01%	1242
2022 Q2	$0	Hold	6	–	–	﹤0.01%	1136
2022 Q1	$0	Buy	+6	New	+$187	﹤0.01%	475

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

DMBA

Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return

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

Crewe Advisors's ANGL Position: Q2 2023 in Review

Crewe Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2023, closing a stake of 6 shares — an estimated $169 sold.

Crewe Advisors first reported a position in ANGL in Q1 2022 and held it in 5 quarters. The position peaked at $169 in Q1 2023. 312 funds tracked by Wall St. Rank hold ANGL as of Q2 2023.

Crewe Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Crewe Advisors sold 6 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2023, an estimated $169.
Crewe Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2022 and held it in 5 quarters.
Crewe Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $169 in Q1 2023.
312 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.