Personal CFO Solutions’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Personal CFO Solutions’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 Q2	–	Sell	-43,990	Closed	-$1.34M	–	435
2022 Q1	$1.34M	Sell	43,990 -778	-2%	-$24.2K	0.26%	71
2021 Q4	$1.48M	Buy	44,768 +1,568	+4%	+$51.6K	0.28%	67
2021 Q3	$1.43M	Sell	43,200 -3,270	-7%	-$108K	0.29%	66
2021 Q2	$1.53M	Sell	46,470 -38	-0.1%	-$1.23K	0.31%	60
2021 Q1	$1.49M	Sell	46,508 -530	-1%	-$17K	0.32%	64
2020 Q4	$1.51M	Buy	47,038 +2,263	+5%	+$70K	0.37%	57
2020 Q3	$1K	Buy	+44,775	New	+$1.34M	0.33%	55

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Personal CFO Solutions's ANGL Position: Q2 2022 in Review

Personal CFO Solutions sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2022, closing a stake of 43,990 shares — an estimated $1.34M sold.

Personal CFO Solutions first reported a position in ANGL in Q3 2020 and held it in 7 quarters. The position peaked at $1.53M in Q2 2021. 306 funds tracked by Wall St. Rank hold ANGL as of Q2 2022.

Personal CFO Solutions reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2022 after selling out during the quarter.
Personal CFO Solutions sold 43,990 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2022, an estimated $1.34M.
Personal CFO Solutions first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2020 and held it in 7 quarters.
Personal CFO Solutions's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.53M in Q2 2021.
306 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2022.

Based on Personal CFO Solutions's 13F filing for Q2 2022, filed 5 Aug 2022.