Southland Equity Partners’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Southland Equity Partners’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
2025 Q3	–	Sell	-7,289	Closed	-$213K	–	245
2025 Q2	$213K	Buy	7,289 +3	+0%	+$85	0.05%	227
2025 Q1	$210K	Sell	7,286 -85	-1%	-$2.46K	0.05%	219
2024 Q4	$211K	Buy	7,371 +7	+0.1%	+$203	0.05%	215
2024 Q3	$217K	Buy	7,364 +3	+0%	+$87	0.05%	211
2024 Q2	$208K	Buy	7,361 +3	+0%	+$86	0.06%	198
2024 Q1	$214K	Sell	7,358 -69	-0.9%	-$1.99K	0.06%	202
2023 Q4	$214K	Sell	7,427 -25	-0.3%	-$689	0.07%	184
2023 Q3	$202K	Sell	7,452 -241	-3%	-$6.64K	0.07%	180
2023 Q2	$214K	Sell	7,693 -36	-0.5%	-$991	0.07%	174
2023 Q1	$217K	Buy	7,729 +19	+0.2%	+$524	0.09%	170
2022 Q4	$208K	Buy	+7,710	New	+$207K	0.08%	166

Other funds holding ANGL

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return