Compass Financial Management
ANGL icon

Compass Financial Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Compass Financial 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
Q3 		$63.7K Sell
2,292
-516
-18% -$14.9K 0.01% 688
2026
Q2 		$81.8K Buy
+2,808
New +$81.8K 0.01% 596

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Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Compass Financial Management's ANGL Position: Q3 2026 in Review

Compass Financial Management reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 18% in Q3 2026, selling an estimated $14.9K and leaving 2,292 shares worth $63.7K. The position accounts for 0.01% of the portfolio, ranked #688.

Compass Financial Management first reported a position in ANGL in Q2 2026 and has held it in 2 quarters since. The position peaked at $81.8K in Q2 2026. 272 funds tracked by Wall St. Rank hold ANGL as of Q3 2026.

  • Compass Financial Management held 2,292 shares of VanEck Fallen Angel High Yield Bond ETF worth $63.7K as of Q3 2026.
  • Compass Financial Management sold 516 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2026, an estimated $14.9K.
  • VanEck Fallen Angel High Yield Bond ETF made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #688 holding.
  • Compass Financial Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $81.8K in Q2 2026.
  • 272 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.