Atria Wealth Solutions’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$490K	Sell	16,769 -125,940	-88%	-$3.58M	0.01%	920
2025 Q1	$4.12M	Buy	142,709 +68,686	+93%	+$1.99M	0.05%	401
2024 Q4	$2.12M	Sell	74,023 -28,620	-28%	-$830K	0.02%	621
2024 Q3	$3.02M	Buy	102,643 +3,982	+4%	+$115K	0.03%	492
2024 Q2	$2.79M	Buy	98,661 +9,369	+10%	+$267K	0.03%	517
2024 Q1	$2.59M	Sell	89,292 -95,014	-52%	-$2.74M	0.03%	548
2023 Q4	$5.3M	Buy	184,306 +115,182	+167%	+$3.18M	0.07%	297
2023 Q3	$1.87M	Sell	69,124 -8,792	-11%	-$242K	0.03%	580
2023 Q2	$2.16M	Sell	77,916 -146,432	-65%	-$4.03M	0.03%	541
2023 Q1	$6.29M	Sell	224,348 -76,987	-26%	-$2.12M	0.09%	215
2022 Q4	$8.14M	Sell	301,335 -54,932	-15%	-$1.47M	0.13%	170
2022 Q3	$9.34M	Sell	356,267 -11,333	-3%	-$313K	0.16%	138
2022 Q2	$9.93M	Sell	367,600 -40,830	-10%	-$1.16M	0.19%	122
2022 Q1	$12.4M	Buy	+408,430	New	+$12.7M	0.21%	107

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Atria Wealth Solutions's ANGL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 88% in Q2 2025, selling an estimated $3.58M and leaving 16,769 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #920.

Atria Wealth Solutions first reported a position in ANGL in Q1 2022 and has held it in 14 quarters since. The position peaked at $12.4M in Q1 2022. 331 funds tracked by Wall St. Rank hold ANGL as of Q2 2025.

Atria Wealth Solutions held 16,769 shares of VanEck Fallen Angel High Yield Bond ETF worth $490K as of Q2 2025.
Atria Wealth Solutions sold 125,940 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2025, an estimated $3.58M.
VanEck Fallen Angel High Yield Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #920 holding.
Atria Wealth Solutions first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's VanEck Fallen Angel High Yield Bond ETF position peaked at $12.4M in Q1 2022.
331 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.