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

Retirement Capital Strategies’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
Q2 		– Sell
-133,366
Closed -$3.87M – 67
2024
Q1 		$3.87M Buy
+133,366
New +$3.85M 1.58% 16

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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Retirement Capital Strategies's ANGL Position: Q2 2024 in Review

Retirement Capital Strategies sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2024, closing a stake of 133,366 shares — an estimated $3.87M sold.

Retirement Capital Strategies first reported a position in ANGL in Q1 2024 and held it in 1 quarter. The position peaked at $3.87M in Q1 2024. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2024.

  • Retirement Capital Strategies reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Retirement Capital Strategies sold 133,366 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2024, an estimated $3.87M.
  • Retirement Capital Strategies first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2024 and held it in 1 quarter.
  • Retirement Capital Strategies's VanEck Fallen Angel High Yield Bond ETF position peaked at $3.87M in Q1 2024.
  • 333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2024.

Based on Retirement Capital Strategies's 13F filing for Q2 2024, filed 14 Aug 2024.