Authentikos Wealth Advisory’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Authentikos Wealth Advisory’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 Q1	–	Sell	-8,010	Closed	-$230K	–	61
2024 Q4	$230K	Buy	8,010 +386	+5%	+$11.2K	0.23%	79
2024 Q3	$224K	Sell	7,624 -270	-3%	-$7.8K	0.22%	69
2024 Q2	$223K	Sell	7,894 -135	-2%	-$3.85K	0.22%	38
2024 Q1	$233K	Sell	8,029 -1,311	-14%	-$37.8K	0.23%	55
2023 Q4	$269K	Sell	9,340 -1,666	-15%	-$45.9K	0.28%	50
2023 Q3	$298K	Buy	11,006 +833	+8%	+$22.9K	0.29%	50
2023 Q2	$283K	Sell	10,173 -1,202	-11%	-$33.1K	0.27%	50
2023 Q1	$307K	Buy	+11,375	New	+$314K	0.31%	49

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Authentikos Wealth Advisory's ANGL Position: Q1 2025 in Review

Authentikos Wealth Advisory sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2025, closing a stake of 8,010 shares — an estimated $230K sold.

Authentikos Wealth Advisory first reported a position in ANGL in Q1 2023 and held it in 8 quarters. The position peaked at $307K in Q1 2023. 344 funds tracked by Wall St. Rank hold ANGL as of Q1 2025.

Authentikos Wealth Advisory reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Authentikos Wealth Advisory sold 8,010 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2025, an estimated $230K.
Authentikos Wealth Advisory first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2023 and held it in 8 quarters.
Authentikos Wealth Advisory's VanEck Fallen Angel High Yield Bond ETF position peaked at $307K in Q1 2023.
344 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.