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

TruWealth 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	-9,018	Closed	-$244K	–	133
2022 Q2	$244K	Buy	+9,018	New	+$257K	0.03%	119

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

TruWealth Advisors's ANGL Position: Q3 2022 in Review

TruWealth Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2022, closing a stake of 9,018 shares — an estimated $244K sold.

TruWealth Advisors first reported a position in ANGL in Q2 2022 and held it in 1 quarter. The position peaked at $244K in Q2 2022. 278 funds tracked by Wall St. Rank hold ANGL as of Q3 2022.

TruWealth Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
TruWealth Advisors sold 9,018 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2022, an estimated $244K.
TruWealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2022 and held it in 1 quarter.
TruWealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $244K in Q2 2022.
278 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2022.

Based on TruWealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.