J.W. Cole Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

J.W. Cole Advisors’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 Q2	–	Sell	-6,968	Closed	-$202K	–	895
2024 Q1	$202K	Buy	+6,968	New	+$201K	0.01%	832
2021 Q3	–	Sell	-17,883	Closed	-$588K	–	486
2021 Q2	$588K	Sell	17,883 -6,567	-27%	-$212K	0.05%	385
2021 Q1	$781K	Buy	+24,450	New	+$784K	0.08%	287
2020 Q4	–	Sell	-7,382	Closed	-$220K	–	640
2020 Q3	$220K	Buy	+7,382	New	+$221K	0.02%	644
2020 Q1	–	Sell	-6,970	Closed	-$208K	–	121
2019 Q4	$208K	Buy	+6,970	New	+$205K	0.03%	520

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

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

CIA

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

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

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

J.W. Cole Advisors's ANGL Position: Q2 2024 in Review

J.W. Cole Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2024, closing a stake of 6,968 shares — an estimated $202K sold.

J.W. Cole Advisors first reported a position in ANGL in Q4 2019 and held it in 5 quarters. The position peaked at $781K in Q1 2021. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2024.

J.W. Cole Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
J.W. Cole Advisors sold 6,968 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2024, an estimated $202K.
J.W. Cole Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2019 and held it in 5 quarters.
J.W. Cole Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $781K in Q1 2021.
333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2024.

Based on J.W. Cole Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.