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Kingswood Wealth Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Kingswood Wealth 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
2025
Q1 		– Sell
-9,684
Closed -$278K – 729
2024
Q4 		$278K Buy
9,684
+491
+5% +$14.2K 0.02% 634
2024
Q3 		$270K Buy
+9,193
New +$266K 0.02% 602

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

Kingswood Wealth Advisors's ANGL Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2025, closing a stake of 9,684 shares — an estimated $278K sold.

Kingswood Wealth Advisors first reported a position in ANGL in Q3 2024 and held it in 2 quarters. The position peaked at $278K in Q4 2024. 344 funds tracked by Wall St. Rank hold ANGL as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 9,684 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2025, an estimated $278K.
  • Kingswood Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $278K in Q4 2024.
  • 344 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.