DWM
ANGX

Diversify Wealth Management’s Angel Studios ANGX Stock Holding History

Diversify Wealth Management’s Portfolio ANGX Stock Details ANGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.06M Sell
700,712
-2,362
-0.3% -$6.7K 0.05% 288
2026
Q1 		$1.8M Buy
703,074
+39,565
+6% +$151K 0.03% 409
2025
Q4 		$2.77M Buy
663,509
+651,596
+5,470% +$3.86M 0.13% 186
2025
Q3 		$78.5K Buy
+11,913
New +$94.9K ﹤0.01% 532

Other funds holding ANGX

SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KG
Kieckhefer Group Mequon, Wisconsin $246M AUM 51.29% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Diversify Wealth Management's ANGX Position: Q2 2026 in Review

Diversify Wealth Management reduced its Angel Studios (ANGX) stake by 0.34% in Q2 2026, selling an estimated $6.7K and leaving 700,712 shares worth $3.06M. The position accounts for 0.05% of the portfolio, ranked #288.

Diversify Wealth Management first reported a position in ANGX in Q3 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold ANGX as of Q2 2026.

  • Diversify Wealth Management held 700,712 shares of Angel Studios worth $3.06M as of Q2 2026.
  • Diversify Wealth Management sold 2,362 Angel Studios shares in Q2 2026, an estimated $6.7K.
  • Angel Studios made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Diversify Wealth Management first reported a position in Angel Studios in Q3 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held Angel Studios as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.