Stolper & Co’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Stolper & Co’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
2022 Q3	–	Sell	-16,770	Closed	-$453K	–	83
2022 Q2	$453K	Buy	16,770 +41	+0.2%	+$1.17K	0.21%	74
2022 Q1	$509K	Buy	16,729 +1,460	+10%	+$45.4K	0.22%	73
2021 Q4	$503K	Buy	15,269 +1,076	+8%	+$35.4K	0.22%	72
2021 Q3	$469K	Buy	14,193 +1,064	+8%	+$35.2K	0.22%	75
2021 Q2	$432K	Buy	13,129 +70	+0.5%	+$2.26K	0.2%	77
2021 Q1	$417K	Sell	13,059 -188	-1%	-$6.03K	0.21%	75
2020 Q4	$425K	Sell	13,247 -251	-2%	-$7.76K	0.24%	76
2020 Q3	$401K	Buy	+13,498	New	+$405K	0.26%	71

Other funds holding ANGL

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

DMBA

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

Stolper & Co's ANGL Position: Q3 2022 in Review

Stolper & Co sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2022, closing a stake of 16,770 shares — an estimated $453K sold.

Stolper & Co first reported a position in ANGL in Q3 2020 and held it in 8 quarters. The position peaked at $509K in Q1 2022. 278 funds tracked by Wall St. Rank hold ANGL as of Q3 2022.

Stolper & Co reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
Stolper & Co sold 16,770 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2022, an estimated $453K.
Stolper & Co first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2020 and held it in 8 quarters.
Stolper & Co's VanEck Fallen Angel High Yield Bond ETF position peaked at $509K in Q1 2022.
278 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2022.

Based on Stolper & Co's 13F filing for Q3 2022, filed 7 Oct 2022.