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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2024
Q4 		– Sell
-10,748
Closed -$316K – 476
2024
Q3 		$316K Hold
10,748
– – 0.16% 78
2024
Q2 		$304K Sell
10,748
-825
-7% -$23.5K 0.17% 75
2024
Q1 		$336K Buy
11,573
+1,693
+17% +$48.8K 0.22% 68
2023
Q4 		$284K Hold
9,880
– – 0.18% 71
2023
Q3 		$267K Buy
+9,880
New +$272K 0.19% 70

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ANGL Position: Q4 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2024, closing a stake of 10,748 shares — an estimated $316K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ANGL in Q3 2023 and held it in 5 quarters. The position peaked at $336K in Q1 2024. 346 funds tracked by Wall St. Rank hold ANGL as of Q4 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 10,748 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2024, an estimated $316K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2023 and held it in 5 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VanEck Fallen Angel High Yield Bond ETF position peaked at $336K in Q1 2024.
  • 346 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2024, filed 7 Aug 2026.