Summit Securities Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Summit Securities 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
2024 Q1	–	Sell	-2,535	Closed	-$73K	–	449
2023 Q4	$73K	Buy	+2,535	New	+$69.9K	0.01%	366
2023 Q2	–	Sell	-1	Closed	–	–	871
2023 Q1	$0	Buy	+1	New	+$28	﹤0.01%	797
2021 Q3	–	Sell	-8,000	Closed	-$263K	–	681
2021 Q2	$263K	Hold	8,000	–	–	0.02%	567
2021 Q1	$255K	Sell	8,000 -32,000	-80%	-$1.03M	0.03%	475
2020 Q4	$1.28M	Buy	+40,000	New	+$1.24M	0.11%	204

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

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

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

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

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 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

Summit Securities Group's ANGL Position: Q1 2024 in Review

Summit Securities Group sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2024, closing a stake of 2,535 shares — an estimated $73K sold.

Summit Securities Group first reported a position in ANGL in Q4 2020 and held it in 5 quarters. The position peaked at $1.28M in Q4 2020. 344 funds tracked by Wall St. Rank hold ANGL as of Q1 2024.

Summit Securities Group reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
Summit Securities Group sold 2,535 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2024, an estimated $73K.
Summit Securities Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and held it in 5 quarters.
Summit Securities Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.28M in Q4 2020.
344 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.