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
2020 Q1	–	Sell	-7,997	Closed	-$239K	–	1118
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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

CPO

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

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Financial Gravity Asset Management's ANGL Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2020, closing a stake of 7,997 shares — an estimated $239K sold.

Financial Gravity Asset Management first reported a position in ANGL in Q2 2018 and held it in 6 quarters. The position peaked at $1.5M in Q2 2018. 148 funds tracked by Wall St. Rank hold ANGL as of Q1 2020.

Financial Gravity Asset Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 7,997 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2020, an estimated $239K.
Financial Gravity Asset Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2018 and held it in 6 quarters.
Financial Gravity Asset Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.5M in Q2 2018.
148 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.