Sutton Wealth Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Sutton Wealth Advisors’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	$1.22M	Buy	45,036 +15,227	+51%	+$419K	0.6%	30
2023 Q2	$828K	Buy	29,809 +15,986	+116%	+$440K	0.4%	46
2023 Q1	$387K	Buy	13,823 +3,530	+34%	+$97.4K	0.21%	73
2022 Q4	$278K	Sell	10,293 -3,302	-24%	-$88.6K	0.11%	142
2022 Q3	$357K	Buy	+13,595	New	+$376K	0.15%	105

Other funds holding ANGL

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

Cerity Partners New York $70.8B AUM 21.68% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

ECM

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

Sutton Wealth Advisors's ANGL Position: Q3 2023 in Review

Sutton Wealth Advisors increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 51% in Q3 2023, buying an estimated $419K and bringing the position to 45,036 shares worth $1.22M. The position accounts for 0.6% of the portfolio, ranked #30.

Sutton Wealth Advisors first reported a position in ANGL in Q3 2022 and has held it in 5 quarters since. 305 funds tracked by Wall St. Rank hold ANGL as of Q3 2023.

Sutton Wealth Advisors held 45,036 shares of VanEck Fallen Angel High Yield Bond ETF worth $1.22M as of Q3 2023.
Sutton Wealth Advisors bought 15,227 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2023, an estimated $419K.
VanEck Fallen Angel High Yield Bond ETF made up 0.6% of Sutton Wealth Advisors's portfolio in Q3 2023, its #30 holding.
Sutton Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2022 and has held it in 5 quarters since.
305 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.