Corient Private Wealth
ANGL icon

Corient Private Wealth’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Corient Private Wealth’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
Q1 		– Sell
-8,467
Closed -$243K – 2285
2024
Q4 		$243K Buy
+8,467
New +$246K ﹤0.01% 2006
2024
Q1 		– Sell
-7,052
Closed -$203K – 2279
2023
Q4 		$203K Buy
+7,052
New +$194K ﹤0.01% 2073

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Corient Private Wealth's ANGL Position: Q1 2025 in Review

Corient Private Wealth sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2025, closing a stake of 8,467 shares — an estimated $243K sold.

Corient Private Wealth first reported a position in ANGL in Q4 2023 and held it in 2 quarters. The position peaked at $243K in Q4 2024. 344 funds tracked by Wall St. Rank hold ANGL as of Q1 2025.

  • Corient Private Wealth reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 8,467 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2025, an estimated $243K.
  • Corient Private Wealth first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2023 and held it in 2 quarters.
  • Corient Private Wealth's VanEck Fallen Angel High Yield Bond ETF position peaked at $243K in Q4 2024.
  • 344 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.