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

Evoke Wealth’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
-356
Closed -$9K – 394
2022
Q3 		$9K Buy
+356
New +$9.84K ﹤0.01% 764
2021
Q1 		– Sell
-49
Closed -$2K – 1162
2020
Q4 		$2K Hold
49
– – ﹤0.01% 863
2020
Q3 		$1K Hold
49
– – ﹤0.01% 903
2020
Q2 		$1K Buy
+49
New +$1.35K ﹤0.01% 942

Other funds holding ANGL

Bank of America
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evoke Wealth's ANGL Position: Q4 2022 in Review

Evoke Wealth sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2022, closing a stake of 356 shares — an estimated $9K sold.

Evoke Wealth first reported a position in ANGL in Q2 2020 and held it in 4 quarters. The position peaked at $9K in Q3 2022. 317 funds tracked by Wall St. Rank hold ANGL as of Q4 2022.

  • Evoke Wealth reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 356 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2022, an estimated $9K.
  • Evoke Wealth first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2020 and held it in 4 quarters.
  • Evoke Wealth's VanEck Fallen Angel High Yield Bond ETF position peaked at $9K in Q3 2022.
  • 317 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.