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

Mackenzie Financial’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 Q2	–	Sell	-59,660	Closed	-$1.73M	–	1539
2024 Q1	$1.73M	Sell	59,660 -165,840	-74%	-$4.78M	﹤0.01%	774
2023 Q4	$6.49M	Buy	225,500 +149,400	+196%	+$4.12M	0.01%	506
2023 Q3	$2.02M	Buy	+76,100	New	+$2.1M	﹤0.01%	711
2018 Q4	–	Sell	-275,300	Closed	-$8.01M	–	1136
2018 Q3	$8.01M	Buy	275,300 +55,788	+25%	+$1.61M	0.02%	384
2018 Q2	$6.3M	Buy	+219,512	New	+$6.37M	0.02%	403

Other funds holding ANGL

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CIA

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mackenzie Financial's ANGL Position: Q2 2024 in Review

Mackenzie Financial sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2024, closing a stake of 59,660 shares — an estimated $1.73M sold.

Mackenzie Financial first reported a position in ANGL in Q2 2018 and held it in 5 quarters. The position peaked at $8.01M in Q3 2018. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2024.

Mackenzie Financial reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
Mackenzie Financial sold 59,660 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2024, an estimated $1.73M.
Mackenzie Financial first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2018 and held it in 5 quarters.
Mackenzie Financial's VanEck Fallen Angel High Yield Bond ETF position peaked at $8.01M in Q3 2018.
333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2024.

Based on Mackenzie Financial's 13F filing for Q2 2024, filed 14 Aug 2024.