AWM
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return