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EisnerAmper Wealth Management Corporate Benefits’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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 		$2M Sell
69,644
-4,781
-6% -$132K 0.73% 33
2023
Q3 		$2.01M Buy
+74,425
New +$2.05M 0.9% 37

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

EisnerAmper Wealth Management Corporate Benefits's ANGL Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 6.4% in Q4 2023, selling an estimated $132K and leaving 69,644 shares worth $2M. The position accounts for 0.73% of the portfolio, ranked #33.

EisnerAmper Wealth Management Corporate Benefits first reported a position in ANGL in Q3 2023 and has held it in 2 quarters since. The position peaked at $2.01M in Q3 2023. 340 funds tracked by Wall St. Rank hold ANGL as of Q4 2023.

  • EisnerAmper Wealth Management Corporate Benefits held 69,644 shares of VanEck Fallen Angel High Yield Bond ETF worth $2M as of Q4 2023.
  • EisnerAmper Wealth Management Corporate Benefits sold 4,781 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2023, an estimated $132K.
  • VanEck Fallen Angel High Yield Bond ETF made up 0.73% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #33 holding.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • EisnerAmper Wealth Management Corporate Benefits's VanEck Fallen Angel High Yield Bond ETF position peaked at $2.01M in Q3 2023.
  • 340 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.