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Lion Street Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Lion Street 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
Q3 		$526K Buy
+15,912
New +$466K 0.18% 106
2023
Q3 		– Sell
-16,714
Closed -$553K – 248
2023
Q2 		$553K Buy
+16,714
New +$460K 0.19% 104
2023
Q1 		– Sell
-15,764
Closed -$521K – 239
2022
Q4 		$521K Buy
+15,764
New +$423K 0.27% 59
2022
Q3 		– Sell
-15,764
Closed -$522K – 129
2022
Q2 		$522K Sell
15,764
-954
-6% -$27.2K 0.27% 59
2022
Q1 		$506K Buy
16,718
+954
+6% +$29.7K 0.26% 64
2021
Q4 		$520K Hold
15,764
– – 0.25% 60
2021
Q3 		$522K Buy
+15,764
New +$522K 0.28% 59

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return