Avantax Advisory Services’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Avantax Advisory Services’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 Q2	$8.41M	Buy	287,201 +14,047	+5%	+$400K	0.05%	313
2025 Q1	$7.88M	Buy	273,154 +22,168	+9%	+$641K	0.05%	302
2024 Q4	$7.2M	Buy	250,986 +12,222	+5%	+$355K	0.05%	301
2024 Q3	$7.02M	Buy	238,764 +17,032	+8%	+$492K	0.05%	312
2024 Q2	$6.28M	Buy	221,732 +7,389	+3%	+$211K	0.04%	312
2024 Q1	$6.22M	Buy	214,343 +84,525	+65%	+$2.44M	0.06%	256
2023 Q4	$3.74M	Buy	129,818 +207	+0.2%	+$5.71K	0.04%	336
2023 Q3	$3.51M	Buy	129,611 +18,931	+17%	+$521K	0.04%	320
2023 Q2	$3.07M	Buy	110,680 +1,409	+1%	+$38.8K	0.04%	350
2023 Q1	$3.06M	Buy	109,271 +756	+0.7%	+$20.9K	0.04%	343
2022 Q4	$2.93M	Buy	108,515 +331	+0.3%	+$8.89K	0.04%	337
2022 Q3	$2.84M	Sell	108,184 -4,342	-4%	-$120K	0.04%	309
2022 Q2	$3.04M	Buy	112,526 +10,070	+10%	+$287K	0.05%	291
2022 Q1	$3.11M	Buy	102,456 +78,669	+331%	+$2.45M	0.04%	293
2021 Q4	$784K	Buy	23,787 +3,273	+16%	+$108K	0.01%	603
2021 Q3	$677K	Buy	20,514 +4,644	+29%	+$154K	0.01%	605
2021 Q2	$522K	Buy	+15,870	New	+$512K	0.01%	696
2020 Q4	–	Sell	-16,447	Closed	-$489K	–	948
2020 Q3	$489K	Buy	+16,447	New	+$493K	0.01%	798
2020 Q1	–	Sell	-7,960	Closed	-$238K	–	804
2019 Q4	$238K	Buy	+7,960	New	+$234K	0.01%	720

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

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

KAM

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

SFBLI

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

Avantax Advisory Services's ANGL Position: Q2 2025 in Review

Avantax Advisory Services increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 5.1% in Q2 2025, buying an estimated $400K and bringing the position to 287,201 shares worth $8.41M. The position accounts for 0.05% of the portfolio, ranked #313.

Avantax Advisory Services first reported a position in ANGL in Q4 2019 and has held it in 19 quarters since. 331 funds tracked by Wall St. Rank hold ANGL as of Q2 2025.

Avantax Advisory Services held 287,201 shares of VanEck Fallen Angel High Yield Bond ETF worth $8.41M as of Q2 2025.
Avantax Advisory Services bought 14,047 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2025, an estimated $400K.
VanEck Fallen Angel High Yield Bond ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #313 holding.
Avantax Advisory Services first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2019 and has held it in 19 quarters since.
331 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.