GWMIA
ANGL icon

Global Wealth Management Investment Advisory’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-61
Closed -$1.76K – 154
2023
Q4 		$1.76K Hold
61
– – ﹤0.01% 405
2023
Q3 		$1.65K Hold
61
– – ﹤0.01% 394
2023
Q2 		$1.69K Buy
+61
New +$1.68K ﹤0.01% 398
2022
Q3 		– Sell
-114
Closed -$3K – 150
2022
Q2 		$3K Sell
114
-310
-73% -$8.82K ﹤0.01% 366
2022
Q1 		$13K Sell
424
-448
-51% -$13.9K ﹤0.01% 291
2021
Q4 		$29K Sell
872
-681
-44% -$22.4K 0.01% 229
2021
Q3 		$51K Buy
1,553
+387
+33% +$12.8K 0.02% 199
2021
Q2 		$38K Sell
1,166
-3
-0.3% -$97 0.01% 208
2021
Q1 		$37K Sell
1,169
-579
-33% -$18.6K 0.01% 208
2020
Q4 		$56K Sell
1,748
-825
-32% -$25.5K 0.02% 179
2020
Q3 		$77K Sell
2,573
-717
-22% -$21.5K 0.03% 147
2020
Q2 		$94K Sell
3,290
-102
-3% -$2.81K 0.04% 155
2020
Q1 		$86K Sell
3,392
-943
-22% -$27K 0.04% 144
2019
Q4 		$129K Buy
4,335
+24
+0.6% +$705 0.05% 126
2019
Q3 		$126K Sell
4,311
-799
-16% -$23.4K 0.06% 120
2019
Q2 		$150K Sell
5,110
-152
-3% -$4.39K 0.07% 113
2019
Q1 		$151K Sell
5,262
-1,210
-19% -$34.1K 0.08% 130
2018
Q4 		$173K Buy
+6,472
New +$180K 0.1% 137

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 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

Global Wealth Management Investment Advisory's ANGL Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2024, closing a stake of 61 shares — an estimated $1.76K sold.

Global Wealth Management Investment Advisory first reported a position in ANGL in Q4 2018 and held it in 18 quarters. The position peaked at $173K in Q4 2018. 345 funds tracked by Wall St. Rank hold ANGL as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 61 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2024, an estimated $1.76K.
  • Global Wealth Management Investment Advisory first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's VanEck Fallen Angel High Yield Bond ETF position peaked at $173K in Q4 2018.
  • 345 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.