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

Tactive 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
2024 Q1	$1.16M	Sell	40,017 -393,250	-91%	-$11.3M	0.62%	38
2023 Q4	$12.5M	Buy	433,267 +398,797	+1,157%	+$11M	8.02%	3
2023 Q3	$933K	Sell	34,470 -197,169	-85%	-$5.43M	0.81%	20
2023 Q2	$6.43M	Sell	231,639 -72,717	-24%	-$2M	4.91%	7
2023 Q1	$8.53M	Buy	+304,356	New	+$8.4M	6.34%	5

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tactive Advisors's ANGL Position: Q1 2024 in Review

Tactive Advisors reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 91% in Q1 2024, selling an estimated $11.3M and leaving 40,017 shares worth $1.16M. The position accounts for 0.62% of the portfolio, ranked #38.

Tactive Advisors first reported a position in ANGL in Q1 2023 and has held it in 5 quarters since. The position peaked at $12.5M in Q4 2023. 346 funds tracked by Wall St. Rank hold ANGL as of Q1 2024.

Tactive Advisors held 40,017 shares of VanEck Fallen Angel High Yield Bond ETF worth $1.16M as of Q1 2024.
Tactive Advisors sold 393,250 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2024, an estimated $11.3M.
VanEck Fallen Angel High Yield Bond ETF made up 0.62% of Tactive Advisors's portfolio in Q1 2024, its #38 holding.
Tactive Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2023 and has held it in 5 quarters since.
Tactive Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $12.5M in Q4 2023.
346 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2024.

Based on Tactive Advisors's 13F filing for Q1 2024, filed 4 Jun 2024.