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

Axxcess 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
2025 Q3	–	Sell	-9,412	Closed	-$276K	–	926
2025 Q2	$276K	Buy	+9,412	New	+$268K	0.01%	745
2024 Q3	–	Sell	-7,689	Closed	-$218K	–	888
2024 Q2	$218K	Sell	7,689 -133	-2%	-$3.79K	0.01%	766
2024 Q1	$227K	Sell	7,822 -24,546	-76%	-$708K	0.01%	769
2023 Q4	$932K	Buy	+32,368	New	+$893K	0.03%	372
2023 Q3	–	Sell	-10,368	Closed	-$288K	–	801
2023 Q2	$288K	Sell	10,368 -527	-5%	-$14.5K	0.02%	461
2023 Q1	$305K	Buy	+10,895	New	+$301K	0.02%	476

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

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

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

Axxcess Wealth Management's ANGL Position: Q3 2025 in Review

Axxcess Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2025, closing a stake of 9,412 shares — an estimated $276K sold.

Axxcess Wealth Management first reported a position in ANGL in Q1 2023 and held it in 6 quarters. The position peaked at $932K in Q4 2023. 322 funds tracked by Wall St. Rank hold ANGL as of Q3 2025.

Axxcess Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
Axxcess Wealth Management sold 9,412 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2025, an estimated $276K.
Axxcess Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2023 and held it in 6 quarters.
Axxcess Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $932K in Q4 2023.
322 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.