Laurel Wealth Advisors (California)’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$9.86M	Buy	365,018 +4,357	+1%	+$117K	0.97%	14
2022 Q3	$9.46M	Sell	360,661 -22,945	-6%	-$634K	1.01%	17
2022 Q2	$10.4M	Buy	383,606 +3,330	+0.9%	+$94.8K	1.06%	12
2022 Q1	$11.6M	Sell	380,276 -41,732	-10%	-$1.3M	0.96%	14
2021 Q4	$13.9M	Buy	422,008 +391,063	+1,264%	+$12.9M	1.08%	9
2021 Q3	$1.02M	Sell	30,945 -106,687	-78%	-$3.53M	0.19%	131
2021 Q2	$4.53M	Buy	137,632 +116,348	+547%	+$3.75M	0.59%	37
2021 Q1	$680K	Buy	+21,284	New	+$683K	0.1%	205

Other funds holding ANGL

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

CIA

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

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

SFSG

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Laurel Wealth Advisors (California)'s ANGL Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 1.2% in Q4 2022, buying an estimated $117K and bringing the position to 365,018 shares worth $9.86M. The position accounts for 0.97% of the portfolio, ranked #14.

Laurel Wealth Advisors (California) first reported a position in ANGL in Q1 2021 and has held it in 8 quarters since. The position peaked at $13.9M in Q4 2021. 317 funds tracked by Wall St. Rank hold ANGL as of Q4 2022.

Laurel Wealth Advisors (California) held 365,018 shares of VanEck Fallen Angel High Yield Bond ETF worth $9.86M as of Q4 2022.
Laurel Wealth Advisors (California) bought 4,357 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2022, an estimated $117K.
VanEck Fallen Angel High Yield Bond ETF made up 0.97% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #14 holding.
Laurel Wealth Advisors (California) first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2021 and has held it in 8 quarters since.
Laurel Wealth Advisors (California)'s VanEck Fallen Angel High Yield Bond ETF position peaked at $13.9M in Q4 2021.
317 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.