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Leo Wealth LLC’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Leo Wealth LLC’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
Q3 		– Sell
-12,074
Closed -$342K – 350
2024
Q2 		$342K Buy
12,074
+138
+1% +$3.94K 0.03% 259
2024
Q1 		$346K Buy
11,936
+118
+1% +$3.4K 0.04% 255
2023
Q4 		$340K Buy
+11,818
New +$326K 0.04% 251

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Leo Wealth LLC's ANGL Position: Q3 2024 in Review

Leo Wealth LLC sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2024, closing a stake of 12,074 shares — an estimated $342K sold.

Leo Wealth LLC first reported a position in ANGL in Q4 2023 and held it in 3 quarters. The position peaked at $346K in Q1 2024. 343 funds tracked by Wall St. Rank hold ANGL as of Q3 2024.

  • Leo Wealth LLC reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 12,074 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2024, an estimated $342K.
  • Leo Wealth LLC first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2023 and held it in 3 quarters.
  • Leo Wealth LLC's VanEck Fallen Angel High Yield Bond ETF position peaked at $346K in Q1 2024.
  • 343 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2024.

Based on Leo Wealth LLC's 13F filing for Q3 2024, filed 21 Oct 2024.