Arkadios Wealth Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Arkadios Wealth Advisors’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	$1.28M	Buy	43,841 +753	+2%	+$21.9K	0.02%	713
2026 Q1	$1.24M	Sell	43,088 -145	-0.3%	-$4.25K	0.02%	693
2025 Q4	$1.27M	Buy	43,233 +3,604	+9%	+$106K	0.02%	605
2025 Q3	$1.18M	Buy	39,629 +1,261	+3%	+$36.9K	0.03%	578
2025 Q2	$1.12M	Buy	38,368 +1,254	+3%	+$35.7K	0.03%	528
2025 Q1	$1.07M	Buy	37,114 +5,322	+17%	+$154K	0.04%	439
2024 Q4	$911K	Sell	31,792 -66	-0.2%	-$1.92K	0.05%	353
2024 Q3	$937K	Buy	31,858 +1,615	+5%	+$46.7K	0.05%	344
2024 Q2	$856K	Buy	+30,243	New	+$862K	0.06%	313
2021 Q4	–	Sell	-3,995	Closed	-$132K	–	631
2021 Q3	$132K	Sell	3,995 -1,759	-31%	-$58.2K	0.02%	614
2021 Q2	$189K	Buy	5,754 +3,476	+153%	+$112K	0.02%	540
2021 Q1	$72K	Buy	2,278 +127	+6%	+$4.07K	0.01%	603
2020 Q4	$69K	Buy	+2,151	New	+$66.5K	0.01%	497

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

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

CIA

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

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

SFBLI

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Arkadios Wealth Advisors's ANGL Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 1.7% in Q2 2026, buying an estimated $21.9K and bringing the position to 43,841 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #713.

Arkadios Wealth Advisors first reported a position in ANGL in Q4 2020 and has held it in 13 quarters since. 331 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Arkadios Wealth Advisors held 43,841 shares of VanEck Fallen Angel High Yield Bond ETF worth $1.28M as of Q2 2026.
Arkadios Wealth Advisors bought 753 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $21.9K.
VanEck Fallen Angel High Yield Bond ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #713 holding.
Arkadios Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and has held it in 13 quarters since.
331 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.