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U.S. Capital Wealth Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

U.S. Capital 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
Q1 		– Sell
-796
Closed -$21.5K – 676
2022
Q4 		$21.5K Buy
+796
New +$21.4K ﹤0.01% 1089

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
DMBA
Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

U.S. Capital Wealth Advisors's ANGL Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2023, closing a stake of 796 shares — an estimated $21.5K sold.

U.S. Capital Wealth Advisors first reported a position in ANGL in Q4 2022 and held it in 1 quarter. The position peaked at $21.5K in Q4 2022. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 796 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2023, an estimated $21.5K.
  • U.S. Capital Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $21.5K in Q4 2022.
  • 314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.