NFP Retirement Inc’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

NFP Retirement Inc’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 Q4	–	Sell	-15,863	Closed	-$429K	–	245
2023 Q3	$429K	Buy	15,863 +2,233	+16%	+$61.5K	0.08%	154
2023 Q2	$379K	Buy	13,630 +1,034	+8%	+$28.5K	0.07%	165
2023 Q1	$353K	Sell	12,596 -18	-0.1%	-$497	0.07%	182
2022 Q4	$341K	Buy	12,614 +113	+0.9%	+$3.03K	0.07%	178
2022 Q3	$328K	Sell	12,501 -8,381	-40%	-$232K	0.08%	173
2022 Q2	$564K	Sell	20,882 -958	-4%	-$27.3K	0.14%	121
2022 Q1	$664K	Sell	21,840 -1,480	-6%	-$46K	0.16%	105
2021 Q4	$769K	Buy	23,320 +580	+3%	+$19.1K	0.28%	60
2021 Q3	$752K	Sell	22,740 -97	-0.4%	-$3.21K	0.31%	53
2021 Q2	$751K	Buy	+22,837	New	+$737K	0.29%	62

Other funds holding ANGL

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

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

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

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

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

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

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

KAM

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

NFP Retirement Inc's ANGL Position: Q4 2023 in Review

NFP Retirement Inc sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2023, closing a stake of 15,863 shares — an estimated $429K sold.

NFP Retirement Inc first reported a position in ANGL in Q2 2021 and held it in 10 quarters. The position peaked at $769K in Q4 2021. 340 funds tracked by Wall St. Rank hold ANGL as of Q4 2023.

NFP Retirement Inc reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
NFP Retirement Inc sold 15,863 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2023, an estimated $429K.
NFP Retirement Inc first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2021 and held it in 10 quarters.
NFP Retirement Inc's VanEck Fallen Angel High Yield Bond ETF position peaked at $769K in Q4 2021.
340 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2023.

Based on NFP Retirement Inc's 13F filing for Q4 2023, filed 13 Feb 2025.