Alpha Cubed Investments’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Alpha Cubed Investments’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	$880K	Hold	29,974	–	–	0.03%	127
2025 Q3	$891K	Hold	29,974	–	–	0.03%	126
2025 Q2	$878K	Buy	29,974 +8,480	+39%	+$241K	0.03%	126
2025 Q1	$620K	Buy	21,494 +2,258	+12%	+$65.3K	0.03%	151
2024 Q4	$551K	Hold	19,236	–	–	0.03%	144
2024 Q3	$566K	Hold	19,236	–	–	0.03%	139
2024 Q2	$544K	Hold	19,236	–	–	0.03%	144
2024 Q1	$558K	Sell	19,236 -1,350	-7%	-$38.9K	0.03%	140
2023 Q4	$592K	Sell	20,586 -1,600	-7%	-$44.1K	0.03%	143
2023 Q3	$600K	Hold	22,186	–	–	0.04%	126
2023 Q2	$616K	Hold	22,186	–	–	0.04%	128
2023 Q1	$622K	Hold	22,186	–	–	0.05%	133
2022 Q4	$599K	Sell	22,186 -1,650	-7%	-$44.3K	0.05%	148
2022 Q3	$625K	Buy	23,836 +600	+3%	+$16.6K	0.05%	130
2022 Q2	$628K	Buy	23,236 +1,650	+8%	+$47K	0.05%	151
2022 Q1	$656K	Buy	+21,586	New	+$671K	0.04%	164

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

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

Alpha Cubed Investments's ANGL Position: Q4 2025 in Review

Alpha Cubed Investments held its VanEck Fallen Angel High Yield Bond ETF (ANGL) position steady in Q4 2025 at 29,974 shares worth $880K. The position accounts for 0.03% of the portfolio, ranked #127.

Alpha Cubed Investments first reported a position in ANGL in Q1 2022 and has held it in 16 quarters since. The position peaked at $891K in Q3 2025. 345 funds tracked by Wall St. Rank hold ANGL as of Q4 2025.

Alpha Cubed Investments held 29,974 shares of VanEck Fallen Angel High Yield Bond ETF worth $880K as of Q4 2025.
Alpha Cubed Investments left its VanEck Fallen Angel High Yield Bond ETF share count unchanged in Q4 2025.
VanEck Fallen Angel High Yield Bond ETF made up 0.03% of Alpha Cubed Investments's portfolio in Q4 2025, its #127 holding.
Alpha Cubed Investments first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2022 and has held it in 16 quarters since.
Alpha Cubed Investments's VanEck Fallen Angel High Yield Bond ETF position peaked at $891K in Q3 2025.
345 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.