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

Next Financial 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
2021 Q4	$4.89M	Buy	148,429 +4,400	+3%	+$145K	0.32%	56
2021 Q3	$4.76M	Sell	144,029 -14,441	-9%	-$478K	0.37%	42
2021 Q2	$5.21M	Buy	158,470 +17,959	+13%	+$579K	0.42%	37
2021 Q1	$4.49M	Buy	140,511 +24,572	+21%	+$788K	0.4%	40
2020 Q4	$3.73M	Buy	115,939 +1,803	+2%	+$55.7K	0.36%	53
2020 Q3	$3.39M	Buy	114,136 +12,288	+12%	+$368K	0.37%	58
2020 Q2	$2.92M	Buy	101,848 +72,543	+248%	+$2M	0.34%	68
2020 Q1	$741K	Buy	29,305 +3,473	+13%	+$99.3K	0.1%	196
2019 Q4	$772K	Buy	25,832 +2,975	+13%	+$87.3K	0.08%	269
2019 Q3	$670K	Buy	22,857 +3,624	+19%	+$106K	0.07%	296
2019 Q2	$564K	Buy	19,233 +18,473	+2,431%	+$533K	0.06%	315
2019 Q1	$22K	Hold	760	–	–	0.01%	933
2018 Q4	$20K	Sell	760 -1,262	-62%	-$35.1K	﹤0.01%	1082
2018 Q3	$59K	Buy	+2,022	New	+$58.5K	0.03%	499

Other funds holding ANGL

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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 Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Next Financial Group's ANGL Position: Q4 2021 in Review

Next Financial Group increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 3.1% in Q4 2021, buying an estimated $145K and bringing the position to 148,429 shares worth $4.89M. The position accounts for 0.32% of the portfolio, ranked #56.

Next Financial Group first reported a position in ANGL in Q3 2018 and has held it in 14 quarters since. The position peaked at $5.21M in Q2 2021. 357 funds tracked by Wall St. Rank hold ANGL as of Q4 2021.

Next Financial Group held 148,429 shares of VanEck Fallen Angel High Yield Bond ETF worth $4.89M as of Q4 2021.
Next Financial Group bought 4,400 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2021, an estimated $145K.
VanEck Fallen Angel High Yield Bond ETF made up 0.32% of Next Financial Group's portfolio in Q4 2021, its #56 holding.
Next Financial Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2018 and has held it in 14 quarters since.
Next Financial Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $5.21M in Q2 2021.
357 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.