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

Perspective 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
2026 Q2	$2.15M	Buy	73,568 +1,285	+2%	+$37.4K	1.18%	24
2026 Q1	$2.08M	Buy	72,283 +5,581	+8%	+$164K	1.35%	25
2025 Q4	$1.96M	Buy	+66,702	New	+$1.96M	1.39%	23

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

Cerity Partners New York $82.7B AUM 28.53% 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

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

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

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

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

Perspective Wealth Advisors's ANGL Position: Q2 2026 in Review

Perspective Wealth Advisors increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 1.8% in Q2 2026, buying an estimated $37.4K and bringing the position to 73,568 shares worth $2.15M. The position accounts for 1.18% of the portfolio, ranked #24.

Perspective Wealth Advisors first reported a position in ANGL in Q4 2025 and has held it in 3 quarters since. 330 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Perspective Wealth Advisors held 73,568 shares of VanEck Fallen Angel High Yield Bond ETF worth $2.15M as of Q2 2026.
Perspective Wealth Advisors bought 1,285 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $37.4K.
VanEck Fallen Angel High Yield Bond ETF made up 1.18% of Perspective Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Perspective Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
330 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.