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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Perissos Private Wealth Management's ANGL Position: Q1 2026 in Review

Perissos Private Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2026, closing a stake of 61,740 shares — an estimated $1.81M sold.

Perissos Private Wealth Management first reported a position in ANGL in Q1 2024 and held it in 8 quarters. The position peaked at $1.86M in Q3 2025. 316 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Perissos Private Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
Perissos Private Wealth Management sold 61,740 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $1.81M.
Perissos Private Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2024 and held it in 8 quarters.
Perissos Private Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.86M in Q3 2025.
316 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.