Summit Wealth & Retirement Planning’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Summit Wealth & Retirement Planning’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 Q2	–	Sell	-9,196	Closed	-$258K	–	60
2023 Q1	$258K	Buy	9,196 +1,025	+13%	+$28.3K	0.1%	94
2022 Q4	$221K	Sell	8,171 -66,117	-89%	-$1.77M	0.09%	97
2022 Q3	$1.95M	Hold	74,288	–	–	0.78%	26
2022 Q2	$2.01M	Buy	74,288 +245	+0.3%	+$6.97K	0.77%	29
2022 Q1	$2.25M	Buy	74,043 +5,050	+7%	+$157K	0.8%	29
2021 Q4	$2.27M	Sell	68,993 -744	-1%	-$24.5K	0.78%	26
2021 Q3	$2.31M	Sell	69,737 -5,228	-7%	-$173K	0.84%	25
2021 Q2	$2.47M	Buy	74,965 +5,717	+8%	+$184K	0.91%	26
2021 Q1	$2.21M	Buy	69,248 +3,578	+5%	+$115K	0.82%	26
2020 Q4	$2.11M	Buy	+65,670	New	+$2.03M	0.8%	28

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

CIA

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

DMBA

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

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

Summit Wealth & Retirement Planning's ANGL Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2023, closing a stake of 9,196 shares — an estimated $258K sold.

Summit Wealth & Retirement Planning first reported a position in ANGL in Q4 2020 and held it in 10 quarters. The position peaked at $2.47M in Q2 2021. 312 funds tracked by Wall St. Rank hold ANGL as of Q2 2023.

Summit Wealth & Retirement Planning reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 9,196 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2023, an estimated $258K.
Summit Wealth & Retirement Planning first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and held it in 10 quarters.
Summit Wealth & Retirement Planning's VanEck Fallen Angel High Yield Bond ETF position peaked at $2.47M in Q2 2021.
312 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.