Jones Financial Companies
ANGL icon

Jones Financial Companies’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Jones Financial Companies’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 		$11.2M Buy
394,383
+21,478
+6% +$630K 0.01% 784
2025
Q4 		$11M Buy
372,905
+117,572
+46% +$3.46M 0.01% 428
2025
Q3 		$7.57M Buy
255,333
+39,390
+18% +$1.15M 0.01% 471
2025
Q2 		$6.29M Buy
215,943
+13,442
+7% +$382K ﹤0.01% 443
2025
Q1 		$5.84M Buy
202,501
+47,222
+30% +$1.36M 0.01% 394
2024
Q4 		$4.45M Buy
155,279
+64,300
+71% +$1.87M ﹤0.01% 378
2024
Q3 		$2.68M Buy
90,979
+60,449
+198% +$1.75M ﹤0.01% 393
2024
Q2 		$864K Buy
30,530
+22,846
+297% +$652K ﹤0.01% 446
2024
Q1 		$223K Buy
+7,684
New +$222K ﹤0.01% 445
2023
Q4 		– Sell
-253
Closed -$6.85K – 1012
2023
Q3 		$6.85K Buy
+253
New +$6.97K ﹤0.01% 501
2022
Q4 		– Sell
-309
Closed -$8K – 729
2022
Q3 		$8K Hold
309
– – ﹤0.01% 442
2022
Q2 		$8K Hold
309
– – ﹤0.01% 498
2022
Q1 		$9K Buy
+309
New +$9.61K ﹤0.01% 514

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