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Montag & Associates’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Montag & Associates’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
Q4 		– Sell
-1,100
Closed -$32.4K – 996
2024
Q3 		$32.4K Buy
+1,100
New +$31.8K ﹤0.01% 671
2022
Q1 		– Sell
-175
Closed -$6K – 841
2021
Q4 		$6K Hold
175
– – ﹤0.01% 758
2021
Q3 		$6K Buy
+175
New +$5.79K ﹤0.01% 757

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Montag & Associates's ANGL Position: Q4 2024 in Review

Montag & Associates sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2024, closing a stake of 1,100 shares — an estimated $32.4K sold.

Montag & Associates first reported a position in ANGL in Q3 2021 and held it in 3 quarters. The position peaked at $32.4K in Q3 2024. 345 funds tracked by Wall St. Rank hold ANGL as of Q4 2024.

  • Montag & Associates reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Montag & Associates sold 1,100 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2024, an estimated $32.4K.
  • Montag & Associates first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2021 and held it in 3 quarters.
  • Montag & Associates's VanEck Fallen Angel High Yield Bond ETF position peaked at $32.4K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2024.

Based on Montag & Associates's 13F filing for Q4 2024, filed 30 Jan 2025.