Financial Gravity Asset Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Financial Gravity Asset 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
2019 Q4	$239K	Buy	7,997 +5,907	+283%	+$173K	0.16%	85
2019 Q3	$61K	Buy	2,090 +1,057	+102%	+$30.9K	0.05%	260
2019 Q2	$30K	Buy	1,033 +743	+256%	+$21.4K	0.02%	412
2019 Q1	$8K	Buy	+290	New	+$8.18K	0.01%	587
2018 Q3	$1.48M	Buy	52,291 +322	+0.6%	+$9.31K	1.55%	13
2018 Q2	$1.5M	Buy	+51,969	New	+$1.51M	1.41%	13

Other funds holding ANGL

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's ANGL Position: Q4 2019 in Review

Financial Gravity Asset Management increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 283% in Q4 2019, buying an estimated $173K and bringing the position to 7,997 shares worth $239K. The position accounts for 0.16% of the portfolio, ranked #85.

Financial Gravity Asset Management first reported a position in ANGL in Q2 2018 and has held it in 6 quarters since. The position peaked at $1.5M in Q2 2018. 170 funds tracked by Wall St. Rank hold ANGL as of Q4 2019.

Financial Gravity Asset Management held 7,997 shares of VanEck Fallen Angel High Yield Bond ETF worth $239K as of Q4 2019.
Financial Gravity Asset Management bought 5,907 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2019, an estimated $173K.
VanEck Fallen Angel High Yield Bond ETF made up 0.16% of Financial Gravity Asset Management's portfolio in Q4 2019, its #85 holding.
Financial Gravity Asset Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2018 and has held it in 6 quarters since.
Financial Gravity Asset Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.5M in Q2 2018.
170 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.