SSWM
ANGL icon

Sheets Smith Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Sheets Smith 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
Q2 		$997K Buy
34,099
+2,484
+8% +$72.3K 0.1% 201
2026
Q1 		$908K Buy
31,615
+1,020
+3% +$29.9K 0.1% 197
2025
Q4 		$898K Sell
30,595
-395
-1% -$11.6K 0.1% 190
2025
Q3 		$921K Sell
30,990
-11
-0% -$322 0.1% 189
2025
Q2 		$908K Sell
31,001
-1,775
-5% -$50.5K 0.11% 182
2025
Q1 		$946K Sell
32,776
-11,943
-27% -$345K 0.12% 166
2024
Q4 		$1.28M Sell
44,719
-1,016
-2% -$29.5K 0.16% 130
2024
Q3 		$1.35M Sell
45,735
-2,094
-4% -$60.5K 0.16% 126
2024
Q2 		$1.35M Buy
47,829
+2,665
+6% +$76K 0.16% 133
2024
Q1 		$1.31M Sell
45,164
-7,837
-15% -$226K 0.15% 140
2023
Q4 		$1.53M Buy
53,001
+2,847
+6% +$78.5K 0.22% 104
2023
Q3 		$1.36M Buy
50,154
+1,623
+3% +$44.7K 0.21% 107
2023
Q2 		$1.35M Sell
48,531
-740
-2% -$20.4K 0.2% 110
2023
Q1 		$1.38M Buy
49,271
+761
+2% +$21K 0.21% 106
2022
Q4 		$1.31M Sell
48,510
-48,837
-50% -$1.31M 0.21% 106
2022
Q3 		$2.55M Sell
97,347
-5,102
-5% -$141K 0.43% 62
2022
Q2 		$2.77M Sell
102,449
-17,742
-15% -$505K 0.46% 56
2022
Q1 		$3.65M Buy
120,191
+6,207
+5% +$193K 0.5% 52
2021
Q4 		$3.76M Buy
113,984
+59,767
+110% +$1.97M 0.47% 55
2021
Q3 		$1.79M Hold
54,217
– – 0.24% 106
2021
Q2 		$1.78M Buy
+54,217
New +$1.75M 0.24% 103

Other funds holding ANGL

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return