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Panoramic Investment Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Panoramic Investment Advisors’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
Q1 		$329K Buy
11,329
+4,118
+57% +$119K 0.24% 80
2023
Q4 		$208K Buy
+7,211
New +$199K 0.18% 100
2022
Q4 		$227K Buy
+8,414
New +$226K 0.23% 86

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Panoramic Investment Advisors's ANGL Position: Q1 2024 in Review

Panoramic Investment Advisors increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 57% in Q1 2024, buying an estimated $119K and bringing the position to 11,329 shares worth $329K. The position accounts for 0.24% of the portfolio, ranked #80.

Panoramic Investment Advisors first reported a position in ANGL in Q4 2022 and has held it in 3 quarters since. 344 funds tracked by Wall St. Rank hold ANGL as of Q1 2024.

  • Panoramic Investment Advisors held 11,329 shares of VanEck Fallen Angel High Yield Bond ETF worth $329K as of Q1 2024.
  • Panoramic Investment Advisors bought 4,118 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2024, an estimated $119K.
  • VanEck Fallen Angel High Yield Bond ETF made up 0.24% of Panoramic Investment Advisors's portfolio in Q1 2024, its #80 holding.
  • Panoramic Investment Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • 344 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2024.

Based on Panoramic Investment Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.