Sound Financial Strategies Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Sound Financial Strategies Group’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 Q4	–	Sell	-14,981	Closed	-$405K	–	69
2023 Q3	$405K	Buy	+14,981	New	+$413K	0.34%	57
2023 Q1	–	Sell	-2,786,178	Closed	-$75.3M	–	61
2022 Q4	$75.3M	Buy	+2,786,178	New	+$74.8M	54.66%	1

Other funds holding ANGL

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Sound Financial Strategies Group's ANGL Position: Q4 2023 in Review

Sound Financial Strategies Group sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2023, closing a stake of 14,981 shares — an estimated $405K sold.

Sound Financial Strategies Group first reported a position in ANGL in Q4 2022 and held it in 2 quarters. The position peaked at $75.3M in Q4 2022. 340 funds tracked by Wall St. Rank hold ANGL as of Q4 2023.

Sound Financial Strategies Group reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Sound Financial Strategies Group sold 14,981 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2023, an estimated $405K.
Sound Financial Strategies Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2022 and held it in 2 quarters.
Sound Financial Strategies Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $75.3M in Q4 2022.
340 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2023.

Based on Sound Financial Strategies Group's 13F filing for Q4 2023, filed 2 Feb 2024.