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

Signify Wealth’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 Q2	–	Sell	-526,388	Closed	-$14.7M	–	30
2023 Q1	$14.7M	Buy	+526,388	New	+$14.5M	13.02%	2
2022 Q2	–	Sell	-1,308,135	Closed	-$39.8M	–	23
2022 Q1	$39.8M	Buy	1,308,135 +42,428	+3%	+$1.32M	26.7%	1
2021 Q4	$41.7M	Buy	1,265,707 +526,517	+71%	+$17.3M	25.91%	1
2021 Q3	$24.4M	Sell	739,190 -52,392	-7%	-$1.73M	19.44%	1
2021 Q2	$26M	Sell	791,582 -36,997	-4%	-$1.19M	20.07%	1
2021 Q1	$26.5M	Buy	828,579 +91,040	+12%	+$2.92M	19.78%	1
2020 Q4	$23.7M	Buy	+737,539	New	+$22.8M	18.73%	1

Other funds holding ANGL

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

DMBA

Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return

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

Signify Wealth's ANGL Position: Q2 2023 in Review

Signify Wealth sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2023, closing a stake of 526,388 shares — an estimated $14.7M sold.

Signify Wealth first reported a position in ANGL in Q4 2020 and held it in 7 quarters. The position peaked at $41.7M in Q4 2021. 312 funds tracked by Wall St. Rank hold ANGL as of Q2 2023.

Signify Wealth reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Signify Wealth sold 526,388 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2023, an estimated $14.7M.
Signify Wealth first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and held it in 7 quarters.
Signify Wealth's VanEck Fallen Angel High Yield Bond ETF position peaked at $41.7M in Q4 2021.
312 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2023.

Based on Signify Wealth's 13F filing for Q2 2023, filed 17 Jul 2023.