KCS Wealth Advisory’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

KCS Wealth Advisory’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
2022 Q1	–	Sell	-19,675	Closed	-$649K	–	159
2021 Q4	$649K	Buy	19,675 +1,496	+8%	+$49.2K	0.26%	101
2021 Q3	$601K	Sell	18,179 -1,144	-6%	-$37.8K	0.28%	89
2021 Q2	$636K	Buy	19,323 +686	+4%	+$22.1K	0.3%	93
2021 Q1	$595K	Buy	18,637 +6,922	+59%	+$222K	0.31%	92
2020 Q4	$376K	Buy	+11,715	New	+$362K	0.25%	111

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

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

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

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

KCS Wealth Advisory's ANGL Position: Q1 2022 in Review

KCS Wealth Advisory sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2022, closing a stake of 19,675 shares — an estimated $649K sold.

KCS Wealth Advisory first reported a position in ANGL in Q4 2020 and held it in 5 quarters. The position peaked at $649K in Q4 2021. 343 funds tracked by Wall St. Rank hold ANGL as of Q1 2022.

KCS Wealth Advisory reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2022 after selling out during the quarter.
KCS Wealth Advisory sold 19,675 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2022, an estimated $649K.
KCS Wealth Advisory first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and held it in 5 quarters.
KCS Wealth Advisory's VanEck Fallen Angel High Yield Bond ETF position peaked at $649K in Q4 2021.
343 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2022.

Based on KCS Wealth Advisory's 13F filing for Q1 2022, filed 13 Apr 2022.