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Keystone Financial Group (Kentucky)’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Keystone Financial Group (Kentucky)’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
-6,845
Closed -$201K – 393
2024
Q3 		$201K Buy
+6,845
New +$198K 0.03% 355
2024
Q2 		– Sell
-6,940
Closed -$201K – 173
2024
Q1 		$201K Buy
+6,940
New +$200K 0.03% 332

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s ANGL Position: Q4 2024 in Review

Keystone Financial Group (Kentucky) sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2024, closing a stake of 6,845 shares — an estimated $201K sold.

Keystone Financial Group (Kentucky) first reported a position in ANGL in Q1 2024 and held it in 2 quarters. The position peaked at $201K in Q1 2024. 345 funds tracked by Wall St. Rank hold ANGL as of Q4 2024.

  • Keystone Financial Group (Kentucky) reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 6,845 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2024, an estimated $201K.
  • Keystone Financial Group (Kentucky) first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2024 and held it in 2 quarters.
  • Keystone Financial Group (Kentucky)'s VanEck Fallen Angel High Yield Bond ETF position peaked at $201K in Q1 2024.
  • 345 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2024.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2024, filed 13 Feb 2025.