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

LifePlan 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
2020 Q3	$2.6M	Buy	87,601 +21,394	+32%	+$641K	1.12%	28
2020 Q2	$1.9M	Buy	66,207 +7,294	+12%	+$201K	0.87%	37
2020 Q1	$1.49M	Buy	58,913 +7,192	+14%	+$206K	0.81%	39
2019 Q4	$1.54M	Buy	51,721 +9,136	+21%	+$268K	0.69%	41
2019 Q3	$1.25M	Buy	42,585 +8,535	+25%	+$250K	0.59%	45
2019 Q2	$998K	Buy	34,050 +27,929	+456%	+$806K	0.48%	47
2019 Q1	$176K	Buy	6,121 +3,324	+119%	+$93.8K	0.09%	135
2018 Q4	$75K	Buy	2,797 +1,712	+158%	+$47.7K	0.05%	200
2018 Q3	$32K	Hold	1,085	–	–	0.02%	282
2018 Q2	$31K	Hold	1,085	–	–	0.02%	278
2018 Q1	$32K	Buy	+1,085	New	+$32.1K	0.02%	270

Other funds holding ANGL

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

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LifePlan Financial Group's ANGL Position: Q3 2020 in Review

LifePlan Financial Group increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 32% in Q3 2020, buying an estimated $641K and bringing the position to 87,601 shares worth $2.6M. The position accounts for 1.12% of the portfolio, ranked #28.

LifePlan Financial Group first reported a position in ANGL in Q1 2018 and has held it in 11 quarters since. 227 funds tracked by Wall St. Rank hold ANGL as of Q3 2020.

LifePlan Financial Group held 87,601 shares of VanEck Fallen Angel High Yield Bond ETF worth $2.6M as of Q3 2020.
LifePlan Financial Group bought 21,394 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2020, an estimated $641K.
VanEck Fallen Angel High Yield Bond ETF made up 1.12% of LifePlan Financial Group's portfolio in Q3 2020, its #28 holding.
LifePlan Financial Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2018 and has held it in 11 quarters since.
227 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.