CAPTRUST Financial Advisors
ANGL icon

CAPTRUST Financial Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$877K Buy
+30,537
New +$896K ﹤0.01% 1689
2022
Q2 		– Sell
-474
Closed -$14K – 4923
2022
Q1 		$14K Sell
474
-343
-42% -$10.7K ﹤0.01% 3604
2021
Q4 		$27K Buy
817
+223
+38% +$7.34K ﹤0.01% 3087
2021
Q3 		$20K Buy
594
+120
+25% +$3.97K ﹤0.01% 3159
2021
Q2 		$16K Hold
474
– – ﹤0.01% 3254
2021
Q1 		$15K Hold
474
– – ﹤0.01% 3179
2020
Q4 		$15K Sell
474
-1,809
-79% -$55.9K ﹤0.01% 2383
2020
Q3 		$68K Buy
2,283
+1,666
+270% +$49.9K ﹤0.01% 1521
2020
Q2 		$18K Buy
+617
New +$17K ﹤0.01% 1975

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 $376B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return