Source Financial Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Source Financial Advisors’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	-7,086	Closed	-$206K	–	116
2024 Q1	$206K	Sell	7,086 -7,306	-51%	-$211K	0.06%	119
2023 Q4	$414K	Sell	14,392 -233	-2%	-$6.42K	0.13%	85
2023 Q3	$396K	Buy	+14,625	New	+$403K	0.13%	86
2022 Q3	–	Sell	-27,458	Closed	-$742K	–	109
2022 Q2	$742K	Sell	27,458 -741	-3%	-$21.1K	0.29%	62
2022 Q1	$857K	Sell	28,199 -92	-0.3%	-$2.86K	0.25%	59
2021 Q4	$933K	Sell	28,291 -709	-2%	-$23.3K	0.25%	58
2021 Q3	$958K	Buy	29,000 +525	+2%	+$17.4K	0.25%	51
2021 Q2	$937K	Buy	28,475 +154	+0.5%	+$4.97K	0.24%	51
2021 Q1	$904K	Sell	28,321 -624	-2%	-$20K	0.24%	51
2020 Q4	$929K	Buy	+28,945	New	+$895K	0.25%	54

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

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

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

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

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

Source Financial Advisors's ANGL Position: Q2 2024 in Review

Source Financial Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2024, closing a stake of 7,086 shares — an estimated $206K sold.

Source Financial Advisors first reported a position in ANGL in Q4 2020 and held it in 10 quarters. The position peaked at $958K in Q3 2021. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2024.

Source Financial Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
Source Financial Advisors sold 7,086 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2024, an estimated $206K.
Source Financial Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and held it in 10 quarters.
Source Financial Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $958K in Q3 2021.
333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2024.

Based on Source Financial Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.