Fulcrum Equity Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Fulcrum Equity 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
2024 Q2	–	Sell	-7,309	Closed	-$212K	–	132
2024 Q1	$212K	Buy	+7,309	New	+$211K	0.25%	107
2023 Q2	–	Sell	-10,682	Closed	-$299K	–	88
2023 Q1	$299K	Buy	+10,682	New	+$295K	0.28%	66
2022 Q2	–	Sell	-46,376	Closed	-$1.41M	–	74
2022 Q1	$1.41M	Sell	46,376 -54,568	-54%	-$1.7M	0.84%	34
2021 Q4	$3.33M	Sell	100,944 -67,804	-40%	-$2.23M	1.24%	28
2021 Q3	$5.58M	Buy	168,748 +96,931	+135%	+$3.21M	2.16%	4
2021 Q2	$2.36M	Sell	71,817 -84,181	-54%	-$2.71M	0.88%	36
2021 Q1	$4.98M	Buy	155,998 +44,573	+40%	+$1.43M	1.97%	9
2020 Q4	$3.58M	Buy	111,425 +80,407	+259%	+$2.49M	1.43%	16
2020 Q3	$922K	Buy	+31,018	New	+$930K	0.43%	56
2020 Q1	–	Sell	-38,574	Closed	-$1.15M	–	51
2019 Q4	$1.15M	Buy	38,574 +30,344	+369%	+$891K	0.6%	24
2019 Q3	$241K	Buy	+8,230	New	+$241K	0.12%	80

Other funds holding ANGL

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fulcrum Equity Management's ANGL Position: Q2 2024 in Review

Fulcrum Equity Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2024, closing a stake of 7,309 shares — an estimated $212K sold.

Fulcrum Equity Management first reported a position in ANGL in Q3 2019 and held it in 11 quarters. The position peaked at $5.58M in Q3 2021. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2024.

Fulcrum Equity Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
Fulcrum Equity Management sold 7,309 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2024, an estimated $212K.
Fulcrum Equity Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2019 and held it in 11 quarters.
Fulcrum Equity Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $5.58M in Q3 2021.
333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2024.

Based on Fulcrum Equity Management's 13F filing for Q2 2024, filed 22 Jul 2024.