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National Wealth Management Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

National Wealth Management 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
2022
Q1 		– Sell
-22,496
Closed -$742K – 111
2021
Q4 		$742K Buy
+22,496
New +$740K 0.69% 45

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
Morgan Stanley
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

National Wealth Management Group's ANGL Position: Q1 2022 in Review

National Wealth Management Group sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2022, closing a stake of 22,496 shares — an estimated $742K sold.

National Wealth Management Group first reported a position in ANGL in Q4 2021 and held it in 1 quarter. The position peaked at $742K in Q4 2021. 343 funds tracked by Wall St. Rank hold ANGL as of Q1 2022.

  • National Wealth Management Group reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2022 after selling out during the quarter.
  • National Wealth Management Group sold 22,496 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2022, an estimated $742K.
  • National Wealth Management Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2021 and held it in 1 quarter.
  • National Wealth Management Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $742K in Q4 2021.
  • 343 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2022.

Based on National Wealth Management Group's 13F filing for Q1 2022, filed 17 Nov 2023.