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Sowell Financial Services’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Sowell Financial Services’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
Q3 		– Sell
-34,220
Closed -$950K – 508
2023
Q2 		$950K Buy
34,220
+10,120
+42% +$279K 0.05% 367
2023
Q1 		$675K Buy
24,100
+12,498
+108% +$345K 0.05% 378
2022
Q4 		$313K Sell
11,602
-3,804
-25% -$102K 0.02% 477
2022
Q3 		$404K Buy
+15,406
New +$426K 0.04% 340
2022
Q1 		– Sell
-75,047
Closed -$2.48M – 185
2021
Q4 		$2.48M Sell
75,047
-17,070
-19% -$562K 0.14% 166
2021
Q3 		$3.04M Sell
92,117
-127,314
-58% -$4.21M 0.21% 118
2021
Q2 		$7.22M Buy
219,431
+23,658
+12% +$763K 0.48% 46
2021
Q1 		$6.31M Buy
195,773
+34,194
+21% +$1.1M 0.22% 97
2020
Q4 		$5.19M Buy
161,579
+156,118
+2,859% +$4.83M 0.22% 97
2020
Q3 		$162K Sell
5,461
-8,138
-60% -$244K 0.01% 804
2020
Q2 		$390K Sell
13,599
-9,929
-42% -$273K 0.02% 521
2020
Q1 		$595K Sell
23,528
-15,096
-39% -$432K 0.04% 350
2019
Q4 		$1.14M Sell
38,624
-7,951
-17% -$233K 0.09% 235
2019
Q3 		$1.37M Buy
+46,575
New +$1.36M 0.11% 190

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LPL Financial
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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Sowell Financial Services's ANGL Position: Q3 2023 in Review

Sowell Financial Services sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2023, closing a stake of 34,220 shares — an estimated $950K sold.

Sowell Financial Services first reported a position in ANGL in Q3 2019 and held it in 14 quarters. The position peaked at $7.22M in Q2 2021. 307 funds tracked by Wall St. Rank hold ANGL as of Q3 2023.

  • Sowell Financial Services reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Sowell Financial Services sold 34,220 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2023, an estimated $950K.
  • Sowell Financial Services first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2019 and held it in 14 quarters.
  • Sowell Financial Services's VanEck Fallen Angel High Yield Bond ETF position peaked at $7.22M in Q2 2021.
  • 307 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2023.

Based on Sowell Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.