ShoreHaven Wealth Partners’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

ShoreHaven Wealth Partners’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 Q4	–	Sell	-21,123	Closed	-$621K	–	90
2024 Q3	$621K	Sell	21,123 -18,943	-47%	-$548K	0.3%	51
2024 Q2	$1.13M	Sell	40,066 -4,095	-9%	-$117K	0.6%	34
2024 Q1	$1.28M	Buy	44,161 +516	+1%	+$14.9K	0.71%	33
2023 Q4	$1.26M	Buy	+43,645	New	+$1.2M	0.76%	33

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ShoreHaven Wealth Partners's ANGL Position: Q4 2024 in Review

ShoreHaven Wealth Partners sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2024, closing a stake of 21,123 shares — an estimated $621K sold.

ShoreHaven Wealth Partners first reported a position in ANGL in Q4 2023 and held it in 4 quarters. The position peaked at $1.28M in Q1 2024. 346 funds tracked by Wall St. Rank hold ANGL as of Q4 2024.

ShoreHaven Wealth Partners reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
ShoreHaven Wealth Partners sold 21,123 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2024, an estimated $621K.
ShoreHaven Wealth Partners first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2023 and held it in 4 quarters.
ShoreHaven Wealth Partners's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.28M in Q1 2024.
346 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2024.

Based on ShoreHaven Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.