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First Personal Financial Services’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

First Personal Financial Services’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
2024
Q3 		$1.09K Hold
37
– – ﹤0.01% 361
2024
Q2 		$1.05K Hold
37
– – ﹤0.01% 341
2024
Q1 		$1.07K Buy
+37
New +$1.07K ﹤0.01% 344

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Personal Financial Services's ANGL Position: Q3 2024 in Review

First Personal Financial Services held its VanEck Fallen Angel High Yield Bond ETF (ANGL) position steady in Q3 2024 at 37 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

First Personal Financial Services first reported a position in ANGL in Q1 2024 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold ANGL as of Q3 2024.

  • First Personal Financial Services held 37 shares of VanEck Fallen Angel High Yield Bond ETF worth $1.09K as of Q3 2024.
  • First Personal Financial Services left its VanEck Fallen Angel High Yield Bond ETF share count unchanged in Q3 2024.
  • VanEck Fallen Angel High Yield Bond ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #361 holding.
  • First Personal Financial Services first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 343 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.