Householder Group Estate & Retirement Specialist’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-1,727	Closed	-$50K	–	563
2024 Q3	$50K	Sell	1,727 -2,570	-60%	-$74.3K	0.01%	478
2024 Q2	$121K	Sell	4,297 -5,105	-54%	-$146K	0.03%	316
2024 Q1	$273K	Buy	9,402 +8,666	+1,177%	+$250K	0.08%	199
2023 Q4	$21K	Sell	736 -790	-52%	-$21.8K	0.01%	634
2023 Q3	$41.3K	Buy	+1,526	New	+$42K	0.01%	487
2023 Q1	$1.06M	Buy	+37,938	New	+$1.05M	0.41%	52
2022 Q4	–	Sell	-692	Closed	-$18K	–	370
2022 Q3	$18K	Buy	+692	New	+$19.1K	0.01%	594
2022 Q2	–	Sell	-42,983	Closed	-$1.31M	–	191
2022 Q1	$1.31M	Buy	42,983 +19,339	+82%	+$601K	0.53%	48
2021 Q4	$780K	Buy	+23,644	New	+$778K	0.29%	91

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

CIA

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

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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ANGL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2024, closing a stake of 1,727 shares — an estimated $50K sold.

Householder Group Estate & Retirement Specialist first reported a position in ANGL in Q4 2021 and held it in 9 quarters. The position peaked at $1.31M in Q1 2022. 346 funds tracked by Wall St. Rank hold ANGL as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,727 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2024, an estimated $50K.
Householder Group Estate & Retirement Specialist first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2021 and held it in 9 quarters.
Householder Group Estate & Retirement Specialist's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.31M in Q1 2022.
346 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.