Institute for Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Institute for 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
2020 Q2	–	Sell	-12,558	Closed	-$318K	–	427
2020 Q1	$318K	Sell	12,558 -753	-6%	-$21.5K	0.1%	267
2019 Q4	$397K	Sell	13,311 -1,358	-9%	-$39.9K	0.09%	294
2019 Q3	$430K	Sell	14,669 -4,393	-23%	-$128K	0.11%	262
2019 Q2	$559K	Sell	19,062 -530	-3%	-$15.3K	0.12%	238
2019 Q1	$564K	Sell	19,592 -4,782	-20%	-$135K	0.12%	218
2018 Q4	$650K	Sell	24,374 -975	-4%	-$27.1K	0.27%	117
2018 Q3	$732K	Sell	25,349 -1,812	-7%	-$52.4K	0.25%	126
2018 Q2	$777K	Sell	27,161 -1,471	-5%	-$42.7K	0.25%	128
2018 Q1	$826K	Sell	28,632 -31,208	-52%	-$924K	0.24%	147
2017 Q4	$1.8M	Buy	+59,840	New	+$1.8M	0.41%	64

Other funds holding ANGL

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

CIA

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institute for Wealth Management's ANGL Position: Q2 2020 in Review

Institute for Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2020, closing a stake of 12,558 shares — an estimated $318K sold.

Institute for Wealth Management first reported a position in ANGL in Q4 2017 and held it in 10 quarters. The position peaked at $1.8M in Q4 2017. 198 funds tracked by Wall St. Rank hold ANGL as of Q2 2020.

Institute for Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2020 after selling out during the quarter.
Institute for Wealth Management sold 12,558 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2020, an estimated $318K.
Institute for Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2017 and held it in 10 quarters.
Institute for Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.8M in Q4 2017.
198 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2020.

Based on Institute for Wealth Management's 13F filing for Q2 2020, filed 30 Jul 2020.