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Lugano Financial Advisors SA (LFA)’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		– Sell
-2,650
Closed -$71.7K – 174
2023
Q3 		$71.7K Hold
2,650
– – 0.06% 100
2023
Q2 		$73.6K Buy
+2,650
New +$72.9K 0.05% 113

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
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
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

Lugano Financial Advisors SA (LFA)'s ANGL Position: Q4 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2023, closing a stake of 2,650 shares — an estimated $71.7K sold.

Lugano Financial Advisors SA (LFA) first reported a position in ANGL in Q2 2023 and held it in 2 quarters. The position peaked at $73.6K in Q2 2023. 340 funds tracked by Wall St. Rank hold ANGL as of Q4 2023.

  • Lugano Financial Advisors SA (LFA) reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 2,650 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2023, an estimated $71.7K.
  • Lugano Financial Advisors SA (LFA) first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2023 and held it in 2 quarters.
  • Lugano Financial Advisors SA (LFA)'s VanEck Fallen Angel High Yield Bond ETF position peaked at $73.6K in Q2 2023.
  • 340 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2023, filed 22 Jan 2024.