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

TCI 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
2022 Q3	–	Sell	-80	Closed	-$2K	–	2240
2022 Q2	$2K	Buy	+80	New	+$2.28K	﹤0.01%	1961
2022 Q1	–	Sell	-525	Closed	-$17K	–	2211
2021 Q4	$17K	Buy	+525	New	+$17.3K	﹤0.01%	774

Other funds holding ANGL

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

Jane Street New York $777B AUM 61.18% 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

ECM

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

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

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

DMBA

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

TCI Wealth Advisors's ANGL Position: Q3 2022 in Review

TCI Wealth Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2022, closing a stake of 80 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in ANGL in Q4 2021 and held it in 2 quarters. The position peaked at $17K in Q4 2021. 278 funds tracked by Wall St. Rank hold ANGL as of Q3 2022.

TCI Wealth Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 80 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2022, an estimated $2K.
TCI Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2021 and held it in 2 quarters.
TCI Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $17K in Q4 2021.
278 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.