Harvest Group Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Harvest Group Wealth 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
2023 Q1	$4.66M	Sell	166,314 -13,478	-7%	-$372K	2.9%	14
2022 Q4	$4.86M	Sell	179,792 -358	-0.2%	-$9.61K	3.19%	12
2022 Q3	$4.73M	Buy	180,150 +166	+0.1%	+$4.59K	3.15%	12
2022 Q2	$5.09M	Sell	179,984 -17,722	-9%	-$504K	3.13%	12
2022 Q1	$6.01M	Sell	197,706 -66,835	-25%	-$2.08M	3.42%	12
2021 Q4	$8.72M	Sell	264,541 -29,095	-10%	-$957K	4.89%	6
2021 Q3	$9.71M	Buy	293,636 +46,007	+19%	+$1.52M	5.7%	4
2021 Q2	$8.15M	Buy	247,629 +4,151	+2%	+$134K	4.85%	6
2021 Q1	$7.83M	Buy	243,478 +2,730	+1%	+$87.6K	4.91%	5
2020 Q4	$7.73M	Buy	240,748 +30,638	+15%	+$947K	4.61%	7
2020 Q3	$6.25M	Buy	210,110 +60,787	+41%	+$1.82M	4.33%	10
2020 Q2	$4.29M	Buy	149,323 +29,147	+24%	+$802K	3.58%	15
2020 Q1	$3.04M	Sell	120,176 -55,367	-32%	-$1.58M	3.06%	14
2019 Q4	$5.24M	Buy	+175,543	New	+$5.15M	4.57%	12

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECM

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

DMBA

Deseret Mutual Benefit Administrators Salt Lake City, Utah $306M AUM 35.77% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Harvest Group Wealth Management's ANGL Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 7.5% in Q1 2023, selling an estimated $372K and leaving 166,314 shares worth $4.66M. The position accounts for 2.9% of the portfolio, ranked #14.

Harvest Group Wealth Management first reported a position in ANGL in Q4 2019 and has held it in 14 quarters since. The position peaked at $9.71M in Q3 2021. 315 funds tracked by Wall St. Rank hold ANGL as of Q1 2023.

Harvest Group Wealth Management held 166,314 shares of VanEck Fallen Angel High Yield Bond ETF worth $4.66M as of Q1 2023.
Harvest Group Wealth Management sold 13,478 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2023, an estimated $372K.
VanEck Fallen Angel High Yield Bond ETF made up 2.9% of Harvest Group Wealth Management's portfolio in Q1 2023, its #14 holding.
Harvest Group Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2019 and has held it in 14 quarters since.
Harvest Group Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $9.71M in Q3 2021.
315 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.