Legend Financial Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Legend Financial 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
2021 Q1	–	Sell	-6,948	Closed	-$223K	–	18
2020 Q4	$223K	Sell	6,948 -3,945	-36%	-$122K	0.18%	27
2020 Q3	$324K	Buy	+10,893	New	+$327K	0.26%	25
2020 Q1	–	Sell	-427,463	Closed	-$12.8M	–	30
2019 Q4	$12.8M	Sell	427,463 -9,219	-2%	-$271K	10.9%	4
2019 Q3	$12.8M	Buy	436,682 +2,852	+0.7%	+$83.4K	10.88%	3
2019 Q2	$12.7M	Buy	+433,830	New	+$12.5M	11.19%	3

Other funds holding ANGL

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

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

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

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

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

Legend Financial Advisors's ANGL Position: Q1 2021 in Review

Legend Financial Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2021, closing a stake of 6,948 shares — an estimated $223K sold.

Legend Financial Advisors first reported a position in ANGL in Q2 2019 and held it in 5 quarters. The position peaked at $12.8M in Q3 2019. 297 funds tracked by Wall St. Rank hold ANGL as of Q1 2021.

Legend Financial Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2021 after selling out during the quarter.
Legend Financial Advisors sold 6,948 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2021, an estimated $223K.
Legend Financial Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2019 and held it in 5 quarters.
Legend Financial Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $12.8M in Q3 2019.
297 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2021.

Based on Legend Financial Advisors's 13F filing for Q1 2021, filed 17 May 2021.