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Synergy Asset Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Synergy Asset 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
2025
Q4 		– Sell
-262,432
Closed -$7.68M – 230
2025
Q3 		$7.68M Buy
262,432
+131,216
+100% +$3.84M 0.28% 59
2025
Q2 		$3.84M Buy
+131,216
New +$3.73M 0.44% 41
2025
Q1 		– Sell
-3,665
Closed -$108K – 179
2024
Q4 		$108K Buy
+3,665
New +$106K 0.01% 230
2024
Q2 		– Sell
-7,437
Closed -$216K – 141
2024
Q1 		$216K Sell
7,437
-342,480
-98% -$9.88M 0.04% 118
2023
Q4 		$10.1M Buy
+349,917
New +$9.65M 1.8% 20
2021
Q4 		– Sell
-105,390
Closed -$3.48M – 110
2021
Q3 		$3.48M Buy
+105,390
New +$3.49M 0.81% 35
2021
Q1 		– Sell
-369,509
Closed -$11.9M – 90
2020
Q4 		$11.9M Buy
+369,509
New +$11.4M 3.73% 6

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 $377B AUM 19.32% 1-Year Est. Return
CIA
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
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return