WealthSource Partners’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

WealthSource Partners’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 Q1	–	Sell	-6,501	Closed	-$214K	–	572
2021 Q4	$214K	Sell	6,501 -5,985	-48%	-$197K	0.02%	512
2021 Q3	$413K	Sell	12,486 -930	-7%	-$30.8K	0.04%	321
2021 Q2	$441K	Sell	13,416 -4	-0%	-$129	0.04%	293
2021 Q1	$429K	Sell	13,420 -9	-0.1%	-$289	0.04%	268
2020 Q4	$431K	Buy	+13,429	New	+$415K	0.05%	231
2019 Q2	–	Sell	-15,228	Closed	-$438K	–	450
2019 Q1	$438K	Buy	15,228 +305	+2%	+$8.61K	0.1%	191
2018 Q4	$398K	Buy	14,923 +802	+6%	+$22.3K	0.11%	180
2018 Q3	$411K	Buy	14,121 +496	+4%	+$14.3K	0.11%	174
2018 Q2	$391K	Buy	13,625 +5,478	+67%	+$159K	0.11%	179
2018 Q1	$237K	Sell	8,147 -13,234	-62%	-$392K	0.07%	245
2017 Q4	$640K	Buy	21,381 +6,202	+41%	+$187K	0.2%	114
2017 Q3	$460K	Buy	+15,179	New	+$453K	0.15%	143
2017 Q2	–	Sell	-12,030	Closed	-$356K	–	286
2017 Q1	$356K	Buy	+12,030	New	+$352K	0.13%	168

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

WealthSource Partners's ANGL Position: Q1 2022 in Review

WealthSource Partners sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2022, closing a stake of 6,501 shares — an estimated $214K sold.

WealthSource Partners first reported a position in ANGL in Q1 2017 and held it in 13 quarters. The position peaked at $640K in Q4 2017. 343 funds tracked by Wall St. Rank hold ANGL as of Q1 2022.

WealthSource Partners reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2022 after selling out during the quarter.
WealthSource Partners sold 6,501 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2022, an estimated $214K.
WealthSource Partners first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2017 and held it in 13 quarters.
WealthSource Partners's VanEck Fallen Angel High Yield Bond ETF position peaked at $640K in Q4 2017.
343 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.