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

DHJJ 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 		$5.6K Hold
195
– – ﹤0.01% 649
2025
Q4 		$5.73K Hold
195
– – ﹤0.01% 612
2025
Q3 		$5.8K Hold
195
– – ﹤0.01% 596
2025
Q2 		$5.71K Hold
195
– – ﹤0.01% 589
2025
Q1 		$5.63K Hold
195
– – ﹤0.01% 558
2024
Q4 		$5.59K Hold
195
– – ﹤0.01% 547
2024
Q3 		$5.74K Hold
195
– – ﹤0.01% 538
2024
Q2 		$5.52K Sell
195
-210
-52% -$5.99K ﹤0.01% 503
2024
Q1 		$11.7K Buy
405
+3
+0.7% +$87 0.01% 433
2023
Q4 		$11.6K Buy
402
+3
+0.8% +$83 0.01% 427
2023
Q3 		$10.8K Buy
+399
New +$11K 0.01% 427

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