GI
ANGL icon

Gradient Investments’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Gradient Investments’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 		– Sell
-406
Closed -$11.5K – 341
2024
Q2 		$11.5K Buy
406
+8
+2% +$228 ﹤0.01% 721
2024
Q1 		$11.6K Sell
398
-964
-71% -$27.8K ﹤0.01% 625
2023
Q4 		$39.2K Sell
1,362
-1,070
-44% -$29.5K ﹤0.01% 595
2023
Q3 		$65.8K Sell
2,432
-1,686
-41% -$46.4K ﹤0.01% 453
2023
Q2 		$114K Sell
4,118
-440,031
-99% -$12.1M ﹤0.01% 383
2023
Q1 		$12.4M Sell
444,149
-957,785
-68% -$26.4M 0.34% 100
2022
Q4 		$37.9M Sell
1,401,934
-59,717
-4% -$1.6M 1.19% 17
2022
Q3 		$38.3M Sell
1,461,651
-1,561,525
-52% -$43.2M 1.17% 18
2022
Q2 		$81.7M Buy
3,023,176
+13,961
+0.5% +$397K 2.38% 6
2022
Q1 		$91.5M Buy
3,009,215
+24,082
+0.8% +$749K 2.35% 7
2021
Q4 		$98.4M Buy
2,985,133
+277,775
+10% +$9.14M 2.5% 6
2021
Q3 		$89.5M Buy
2,707,358
+259,848
+11% +$8.6M 2.51% 7
2021
Q2 		$80.5M Buy
2,447,510
+259,531
+12% +$8.37M 2.36% 8
2021
Q1 		$69.9M Buy
2,187,979
+2,185,666
+94,495% +$70.1M 2.27% 7
2020
Q4 		$69K Hold
2,313
– – ﹤0.01% 356
2020
Q3 		$69K Buy
2,313
+111
+5% +$3.33K ﹤0.01% 359
2020
Q2 		$63K Sell
2,202
-624
-22% -$17.2K ﹤0.01% 353
2020
Q1 		$72K Sell
2,826
-185,035
-98% -$5.29M ﹤0.01% 310
2019
Q4 		$5.61M Buy
187,861
+6,059
+3% +$178K 0.25% 93
2019
Q3 		$5.33M Buy
181,802
+19,962
+12% +$584K 0.26% 96
2019
Q2 		$4.74M Buy
161,840
+144,642
+841% +$4.17M 0.24% 87
2019
Q1 		$494K Buy
17,198
+16,526
+2,459% +$466K 0.03% 184
2018
Q4 		$18K Sell
672
-31
-4% -$863 ﹤0.01% 464
2018
Q3 		$20K Sell
703
-28
-4% -$810 ﹤0.01% 496
2018
Q2 		$21K Buy
731
+12
+2% +$348 ﹤0.01% 470
2018
Q1 		$21K Sell
719
-196,359
-100% -$5.82M ﹤0.01% 463
2017
Q4 		$5.9M Sell
197,078
-106,167
-35% -$3.19M 0.34% 76
2017
Q3 		$9.19M Buy
303,245
+10,087
+3% +$301K 0.59% 23
2017
Q2 		$8.69M Buy
293,158
+18,001
+7% +$532K 0.61% 22
2017
Q1 		$8.13M Buy
275,157
+18,227
+7% +$533K 0.62% 24
2016
Q4 		$7.39M Buy
256,930
+24,029
+10% +$692K 0.65% 26
2016
Q3 		$6.74M Sell
232,901
-53,141
-19% -$1.51M 0.66% 26
2016
Q2 		$7.97M Buy
286,042
+81,185
+40% +$2.18M 0.86% 22
2016
Q1 		$5.27M Buy
204,857
+47,435
+30% +$1.16M 0.65% 25
2015
Q4 		$3.83M Buy
157,422
+81,312
+107% +$2.07M 0.51% 37
2015
Q3 		$1.95M Buy
+76,110
New +$2.03M 0.28% 91

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

Gradient Investments's ANGL Position: Q3 2024 in Review

Gradient Investments sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2024, closing a stake of 406 shares — an estimated $11.5K sold.

Gradient Investments first reported a position in ANGL in Q3 2015 and held it in 36 quarters. The position peaked at $98.4M in Q4 2021. 343 funds tracked by Wall St. Rank hold ANGL as of Q3 2024.

  • Gradient Investments reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 406 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2024, an estimated $11.5K.
  • Gradient Investments first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2015 and held it in 36 quarters.
  • Gradient Investments's VanEck Fallen Angel High Yield Bond ETF position peaked at $98.4M in Q4 2021.
  • 343 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.