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WR Wealth Planners’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

WR Wealth Planners’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
Q4 		$545 Hold
19
– – ﹤0.01% 978
2024
Q3 		$559 Buy
+19
New +$549 ﹤0.01% 1023

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WR Wealth Planners's ANGL Position: Q4 2024 in Review

WR Wealth Planners held its VanEck Fallen Angel High Yield Bond ETF (ANGL) position steady in Q4 2024 at 19 shares worth $545. The position accounts for ﹤0.01% of the portfolio, ranked #978.

WR Wealth Planners first reported a position in ANGL in Q3 2024 and has held it in 2 quarters since. The position peaked at $559 in Q3 2024. 346 funds tracked by Wall St. Rank hold ANGL as of Q4 2024.

  • WR Wealth Planners held 19 shares of VanEck Fallen Angel High Yield Bond ETF worth $545 as of Q4 2024.
  • WR Wealth Planners left its VanEck Fallen Angel High Yield Bond ETF share count unchanged in Q4 2024.
  • VanEck Fallen Angel High Yield Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #978 holding.
  • WR Wealth Planners first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's VanEck Fallen Angel High Yield Bond ETF position peaked at $559 in Q3 2024.
  • 346 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.