Carson Wealth (CWM LLC)
ANGL icon

Carson Wealth (CWM LLC)’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Carson Wealth (CWM LLC)’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 		$839K Sell
29,212
-19,107
-40% -$560K ﹤0.01% 1656
2025
Q4 		$1.42M Buy
48,319
+25
+0.1% +$736 ﹤0.01% 1314
2025
Q3 		$1.44M Buy
48,294
+43,076
+826% +$1.26M ﹤0.01% 1236
2025
Q2 		$153K Buy
5,218
+866
+20% +$24.6K ﹤0.01% 2395
2025
Q1 		$126K Sell
4,352
-3,836
-47% -$111K ﹤0.01% 2235
2024
Q4 		$235K Buy
8,188
+3,496
+75% +$101K ﹤0.01% 1722
2024
Q3 		$138K Sell
4,692
-968
-17% -$28K ﹤0.01% 1985
2024
Q2 		$160K Buy
5,660
+331
+6% +$9.44K ﹤0.01% 1706
2024
Q1 		$155K Buy
5,329
+871
+20% +$25.1K ﹤0.01% 1640
2023
Q4 		$128K Sell
4,458
-605
-12% -$16.7K ﹤0.01% 1618
2023
Q3 		$137K Buy
5,063
+867
+21% +$23.9K ﹤0.01% 1469
2023
Q2 		$117K Sell
4,196
-487
-10% -$13.4K ﹤0.01% 1492
2023
Q1 		$131K Buy
4,683
+1,383
+42% +$38.2K ﹤0.01% 1365
2022
Q4 		$89K Buy
3,300
+2,264
+219% +$60.8K ﹤0.01% 1428
2022
Q3 		$27K Sell
1,036
-426
-29% -$11.8K ﹤0.01% 2020
2022
Q2 		$40K Sell
1,462
-1,949
-57% -$55.5K ﹤0.01% 1720
2022
Q1 		$104K Sell
3,411
-186,632
-98% -$5.8M ﹤0.01% 1309
2021
Q4 		$6.27M Buy
+190,043
New +$6.25M 0.04% 272
2021
Q2 		$15.7M Hold
475,795
– – 0.12% 163
2021
Q1 		$15.7M Hold
475,795
– – 0.12% 163
2020
Q4 		$15.7M Hold
475,795
– – 0.12% 163
2020
Q3 		$15.7M Hold
475,795
– – 0.12% 163
2020
Q2 		$15.7M Hold
475,795
– – 0.12% 163
2020
Q1 		$15.7M Hold
475,795
– – 0.12% 163
2019
Q4 		$15.7M Hold
475,795
– – 0.12% 163
2019
Q3 		$15.7M Hold
475,795
– – 0.12% 163
2019
Q2 		$15.7M Hold
475,795
– – 0.12% 163
2019
Q1 		$15.7M Buy
475,795
+455,078
+2,197% +$12.8M 0.12% 163
2018
Q4 		$553K Buy
20,717
+1,107
+6% +$30.8K 0.01% 442
2018
Q3 		$570K Buy
19,610
+3,474
+22% +$100K 0.01% 371
2018
Q2 		$463K Buy
16,136
+2,124
+15% +$61.7K 0.02% 342
2018
Q1 		$407K Buy
14,012
+980
+8% +$29K 0.02% 302
2017
Q4 		$390K Buy
13,032
+1,252
+11% +$37.7K 0.02% 286
2017
Q3 		$357K Buy
+11,780
New +$352K 0.02% 281

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ANGL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 40% in Q1 2026, selling an estimated $560K and leaving 29,212 shares worth $839K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Carson Wealth (CWM LLC) first reported a position in ANGL in Q3 2017 and has held it in 34 quarters since. The position peaked at $15.7M in Q2 2021. 317 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 29,212 shares of VanEck Fallen Angel High Yield Bond ETF worth $839K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 19,107 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $560K.
  • VanEck Fallen Angel High Yield Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1656 holding.
  • Carson Wealth (CWM LLC) first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2017 and has held it in 34 quarters since.
  • Carson Wealth (CWM LLC)'s VanEck Fallen Angel High Yield Bond ETF position peaked at $15.7M in Q2 2021.
  • 317 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.