PPWM
ANGL icon

Perissos Private Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Perissos Private Wealth Management’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 		– Sell
-61,740
Closed -$1.81M – 72
2025
Q4 		$1.81M Sell
61,740
-897
-1% -$26.4K 1.56% 21
2025
Q3 		$1.86M Buy
62,637
+542
+0.9% +$15.9K 1.36% 22
2025
Q2 		$1.82M Buy
62,095
+3,794
+7% +$108K 1.44% 24
2025
Q1 		$1.68M Sell
58,301
-482
-0.8% -$13.9K 1.53% 21
2024
Q4 		$1.69M Sell
58,783
-255
-0.4% -$7.4K 1.26% 25
2024
Q3 		$1.74M Sell
59,038
-5,258
-8% -$152K 1.39% 22
2024
Q2 		$1.82M Buy
64,296
+14,761
+30% +$421K 1.63% 20
2024
Q1 		$1.44M Buy
+49,535
New +$1.43M 1.3% 26

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