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 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	$9.86M	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

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

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

CIA

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

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

SFBLI

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Avior Wealth Management's ANGL Position: Q2 2026 in Review

Avior Wealth Management reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 0.6% in Q2 2026, selling an estimated $8.79K and leaving 50,065 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #294.

Avior Wealth Management first reported a position in ANGL in Q2 2020 and has held it in 16 quarters since. The position peaked at $10.7M in Q4 2022. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Avior Wealth Management held 50,065 shares of VanEck Fallen Angel High Yield Bond ETF worth $1.46M as of Q2 2026.
Avior Wealth Management sold 302 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $8.79K.
VanEck Fallen Angel High Yield Bond ETF made up 0.04% of Avior Wealth Management's portfolio in Q2 2026, its #294 holding.
Avior Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2020 and has held it in 16 quarters since.
Avior Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $10.7M in Q4 2022.
333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.