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OneAscent Financial Services’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

OneAscent Financial Services’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 		$308K Buy
+10,720
New +$314K 0.02% 452
2023
Q4 		– Sell
-119,357
Closed -$3.23M – 367
2023
Q3 		$3.23M Sell
119,357
-14,744
-11% -$406K 0.84% 24
2023
Q2 		$3.72M Sell
134,101
-3,765
-3% -$104K 1.65% 10
2023
Q1 		$3.86M Buy
137,866
+44,171
+47% +$1.22M 1.57% 10
2022
Q4 		$2.53M Buy
93,695
+5,078
+6% +$136K 1.08% 18
2022
Q3 		$2.32M Buy
88,617
+76,839
+652% +$2.12M 0.92% 25
2022
Q2 		$318K Buy
+11,778
New +$335K 0.14% 132

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