Atlantic Edge Private Wealth Management, LLC ANGL — VANECK ETF TRUST

Ownership history in Atlantic Edge Private Wealth Management, LLC  ·  10 quarters on record

AI Ownership Summary

Atlantic Edge Private Wealth Management, LLC reported VANECK ETF TRUST (ANGL) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.64% in 2024 Q2. The latest visible filing shows ANGL at 1.67% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ANGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atlantic Edge Private Wealth Management, LLC's position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ANGL was reported at 1.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.64% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ANGL stock page Atlantic Edge Private Wealth Management, LLC fund profile Atlantic Edge Private Wealth Management, LLC full holdings
How Atlantic Edge Private Wealth Management, LLC held ANGL — position size vs. price
% of Fund (quarterly)    ANGL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 236,084 +19,184 +8.8% 1.67% $6.8M 2026-04-22 $29.33
2025 Q4 ADDED — — — 216,900 +19,734 +10.0% 1.58% $6.4M 2026-01-27 $29.13
2025 Q3 ADDED — — — 197,166 +4,987 +2.6% 1.51% $5.9M 2025-10-24 $28.69
2025 Q2 REDUCED 49.8% +3.0% ❌ 192,179 -190,942 -49.8% 1.54% $5.6M 2025-07-30 $27.78
2025 Q1 ADDED — — — 383,121 +9,949 +2.7% 3.38% $11.1M 2025-04-29 $26.72
2024 Q4 ADDED — — — 373,172 +422 +0.1% 3.31% $10.7M 2025-01-29 $26.83
2024 Q3 REDUCED — — — 372,750 -11,814 -3.1% 3.34% $11.0M 2024-11-06 $26.44
2024 Q2 ADDED — — — 384,564 +53,716 +16.2% 3.64% $10.9M 2024-07-26 $25.69
2024 Q1 ADDED — — — 330,848 +116,308 +54.2% 3.30% $9.6M 2024-05-08 $25.34
2023 Q4 INITIATED — — — 214,540 — — 2.51% $6.2M 2024-02-08 $25.15

🏢 Other funds also holding ANGL

As of 2026 Q1 — sorted by position size

Melone Private Wealth, LLC 3Y 4.23% CYPRESS FINANCIAL PLANNING LLC 3Y 3.9% Echo45 Advisors LLC 3Y 2.62% Dougherty & Associates, LLC 2.34% SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2.26% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 2.16% Vavra Capital Management, LLC 2.08% Storen Legacy Partners, LLC 1.75% Capital Investment Advisors, LLC 3Y 7Y 1.75% Darrow Company, Inc. 3Y 1.63%

FAQ About Atlantic Edge Private Wealth Management, LLC and ANGL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atlantic Edge Private Wealth Management, LLC reported owning ANGL?

Atlantic Edge Private Wealth Management, LLC reported ANGL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ANGL position in Atlantic Edge Private Wealth Management, LLC's portfolio?

The largest reported portfolio weight for ANGL was 3.64% in 2024 Q2.

What is the latest reported ANGL position on this page?

The most recent filing on this page is 2026 Q1, when Atlantic Edge Private Wealth Management, LLC reported 236,084 shares, equal to 1.67% of portfolio, with an estimated market value of $6.8M.

What does the chart on this ANGL ownership page compare?

The chart compares Atlantic Edge Private Wealth Management, LLC's quarterly ANGL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atlantic Edge Private Wealth Management, LLC time their ANGL position?

Based on 13F filing dates vs. subsequent ANGL price moves, Atlantic Edge Private Wealth Management, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on ANGL relative to SPY over the holding period was -9.9%.

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