Avior Wealth Management
ANGL icon

Avior Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Avior Wealth Management’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
2026
Q3 		$1.37M Sell
49,218
-847
-2% -$24.4K 0.04% 295
2026
Q2 		$1.46M Sell
50,065
-302
-0.6% -$8.79K 0.04% 294
2026
Q1 		$1.45M Sell
50,367
-962
-2% -$28.2K 0.04% 288
2025
Q4 		$1.51M Sell
51,329
-180
-0.3% -$5.3K 0.05% 239
2025
Q3 		$1.53M Sell
51,509
-1,228
-2% -$36K 0.05% 228
2025
Q2 		$1.54M Sell
52,737
-1,650
-3% -$46.9K 0.05% 211
2025
Q1 		$1.57M Sell
54,387
-14,413
-21% -$417K 0.06% 202
2024
Q4 		$1.97M Sell
68,800
-6,033
-8% -$175K 0.07% 178
2024
Q3 		$2.2M Sell
74,833
-13,374
-15% -$387K 0.09% 156
2024
Q2 		$2.5M Sell
88,207
-20,209
-19% -$576K 0.11% 147
2024
Q1 		$3.15M Sell
108,416
-30,923
-22% -$892K 0.15% 126
2023
Q4 		$4.01M Sell
139,339
-60,688
-30% -$1.67M 0.24% 83
2023
Q3 		$5.41M Sell
200,027
-81,460
-29% -$2.24M 0.37% 58
2023
Q2 		$7.82M Buy
+281,487
New +$7.75M 0.51% 44
2023
Q1 		– Sell
-396,759
Closed -$11M – 1617
2022
Q4 		$10.7M Buy
396,759
+21,010
+6% +$564K 0.81% 28
2022
Q3 		$9.9M Buy
+375,749
New +$10.4M 0.82% 29
2020
Q3 		– Sell
-103
Closed -$2K – 913
2020
Q2 		$2K Buy
+103
New +$2.83K ﹤0.01% 781

Other funds holding ANGL

Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Melone Private Wealth
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atlantic Edge Private Wealth Management
Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return
Echo45 Advisors
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
Family Legacy Inc
Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return
Towneley Capital Management
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Avior Wealth Management's ANGL Position: Q3 2026 in Review

Avior Wealth Management reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 1.7% in Q3 2026, selling an estimated $24.4K and leaving 49,218 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #295.

Avior Wealth Management first reported a position in ANGL in Q2 2020 and has held it in 17 quarters since. The position peaked at $10.7M in Q4 2022. 66 funds tracked by Wall St. Rank hold ANGL as of Q3 2026.

  • Avior Wealth Management held 49,218 shares of VanEck Fallen Angel High Yield Bond ETF worth $1.37M as of Q3 2026.
  • Avior Wealth Management sold 847 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2026, an estimated $24.4K.
  • VanEck Fallen Angel High Yield Bond ETF made up 0.04% of Avior Wealth Management's portfolio in Q3 2026, its #295 holding.
  • Avior Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2020 and has held it in 17 quarters since.
  • Avior Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $10.7M in Q4 2022.
  • 66 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.