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Summit Wealth Partners’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Summit Wealth Partners’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
2020
Q4 		– Sell
-10,417
Closed -$310K – 145
2020
Q3 		$310K Buy
10,417
+299
+3% +$8.96K 0.09% 117
2020
Q2 		$290K Buy
+10,118
New +$278K 0.09% 114

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Summit Wealth Partners's ANGL Position: Q4 2020 in Review

Summit Wealth Partners sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2020, closing a stake of 10,417 shares — an estimated $310K sold.

Summit Wealth Partners first reported a position in ANGL in Q2 2020 and held it in 2 quarters. The position peaked at $310K in Q3 2020. 287 funds tracked by Wall St. Rank hold ANGL as of Q4 2020.

  • Summit Wealth Partners reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Summit Wealth Partners sold 10,417 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2020, an estimated $310K.
  • Summit Wealth Partners first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2020 and held it in 2 quarters.
  • Summit Wealth Partners's VanEck Fallen Angel High Yield Bond ETF position peaked at $310K in Q3 2020.
  • 287 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2020.

Based on Summit Wealth Partners's 13F filing for Q4 2020, filed 10 Sep 2024.