Larson Financial Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Larson Financial Group’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
2023 Q4	–	Hold	0	–	–	–	1786
2023 Q3	–	Hold	0	–	–	–	1700
2023 Q2	–	Hold	0	–	–	–	1563
2023 Q1	–	Hold	0	–	–	–	1544
2022 Q4	–	Hold	0	–	–	–	1502
2022 Q2	–	Sell	-102	Closed	-$2.9K	–	1183
2022 Q1	$3K	Buy	102 +10	+11%	+$311	﹤0.01%	850
2021 Q4	$3K	Buy	92 +5	+6%	+$165	﹤0.01%	886
2021 Q3	$3K	Buy	+87	New	+$2.88K	﹤0.01%	732

Other funds holding ANGL

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

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

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

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

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

KAM

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Larson Financial Group's ANGL Position: Q4 2023 in Review

Larson Financial Group held its VanEck Fallen Angel High Yield Bond ETF (ANGL) position steady in Q4 2023 at 0 shares worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Larson Financial Group first reported a position in ANGL in Q3 2021 and has held it in 3 quarters since. The position peaked at $3K in Q1 2022. 340 funds tracked by Wall St. Rank hold ANGL as of Q4 2023.

Larson Financial Group held 0 shares of VanEck Fallen Angel High Yield Bond ETF worth $5 as of Q4 2023.
Larson Financial Group left its VanEck Fallen Angel High Yield Bond ETF share count unchanged in Q4 2023.
VanEck Fallen Angel High Yield Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q4 2023, its #1786 holding.
Larson Financial Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2021 and has held it in 3 quarters since.
Larson Financial Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $3K in Q1 2022.
340 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2023.

Based on Larson Financial Group's 13F filing for Q4 2023, filed 1 Feb 2024.