Atlantic Edge Private Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Atlantic Edge Private Wealth 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
2026 Q2	$6.91M	Buy	236,455 +371	+0.2%	+$10.8K	1.41%	20
2026 Q1	$6.78M	Buy	236,084 +19,184	+9%	+$563K	1.67%	16
2025 Q4	$6.37M	Buy	216,900 +19,734	+10%	+$581K	1.58%	18
2025 Q3	$5.86M	Buy	197,166 +4,987	+3%	+$146K	1.51%	18
2025 Q2	$5.63M	Sell	192,179 -190,942	-50%	-$5.43M	1.54%	17
2025 Q1	$11.1M	Buy	383,121 +9,949	+3%	+$288K	3.38%	6
2024 Q4	$10.7M	Buy	373,172 +422	+0.1%	+$12.2K	3.31%	8
2024 Q3	$11M	Sell	372,750 -11,814	-3%	-$341K	3.34%	7
2024 Q2	$10.9M	Buy	384,564 +53,716	+16%	+$1.53M	3.64%	6
2024 Q1	$9.6M	Buy	330,848 +116,308	+54%	+$3.35M	3.3%	8
2023 Q4	$6.17M	Buy	+214,540	New	+$5.92M	2.51%	9

Other funds holding ANGL

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

PFO

Pioneer Family Office North Miami Beach, Florida $194M AUM

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Atlantic Edge Private Wealth Management's ANGL Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 0.16% in Q2 2026, buying an estimated $10.8K and bringing the position to 236,455 shares worth $6.91M. The position accounts for 1.41% of the portfolio, ranked #20.

Atlantic Edge Private Wealth Management first reported a position in ANGL in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.1M in Q1 2025. 112 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Atlantic Edge Private Wealth Management held 236,455 shares of VanEck Fallen Angel High Yield Bond ETF worth $6.91M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 371 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $10.8K.
VanEck Fallen Angel High Yield Bond ETF made up 1.41% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #20 holding.
Atlantic Edge Private Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $11.1M in Q1 2025.
112 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.