Echo Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Echo Wealth Management’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
2022 Q4	–	Sell	-46,205	Closed	-$1.23M	–	43
2022 Q3	$1.23M	Sell	46,205 -11,630	-20%	-$322K	1.61%	17
2022 Q2	$1.59M	Buy	57,835 +2,657	+5%	+$75.6K	2.12%	14
2022 Q1	$1.62M	Buy	55,178 +29,617	+116%	+$921K	1.9%	17
2021 Q4	$827K	Buy	+25,561	New	+$841K	0.94%	23

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

CIA

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

Echo Wealth Management's ANGL Position: Q4 2022 in Review

Echo Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2022, closing a stake of 46,205 shares — an estimated $1.23M sold.

Echo Wealth Management first reported a position in ANGL in Q4 2021 and held it in 4 quarters. The position peaked at $1.62M in Q1 2022. 317 funds tracked by Wall St. Rank hold ANGL as of Q4 2022.

Echo Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
Echo Wealth Management sold 46,205 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2022, an estimated $1.23M.
Echo Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2021 and held it in 4 quarters.
Echo Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.62M in Q1 2022.
317 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2022.

Based on Echo Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.