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NewSquare Capital’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

NewSquare Capital’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
Q1 		– Sell
-255
Closed -$6.89K – 891
2022
Q4 		$6.89K Hold
255
– – ﹤0.01% 333
2022
Q3 		$7K Sell
255
-2,317
-90% -$64.1K ﹤0.01% 274
2022
Q2 		$69K Hold
2,572
– – 0.01% 181
2022
Q1 		$78K Buy
+2,572
New +$80K 0.01% 186

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
DMBA
Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

NewSquare Capital's ANGL Position: Q1 2023 in Review

NewSquare Capital sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2023, closing a stake of 255 shares — an estimated $6.89K sold.

NewSquare Capital first reported a position in ANGL in Q1 2022 and held it in 4 quarters. The position peaked at $78K in Q1 2022. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2023.

  • NewSquare Capital reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
  • NewSquare Capital sold 255 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2023, an estimated $6.89K.
  • NewSquare Capital first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2022 and held it in 4 quarters.
  • NewSquare Capital's VanEck Fallen Angel High Yield Bond ETF position peaked at $78K in Q1 2022.
  • 314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2023.

Based on NewSquare Capital's 13F filing for Q1 2023, filed 1 May 2023.