Aveo Capital Partners’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Aveo Capital Partners’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	–	Sell	-478,049	Closed	-$13.5M	–	10
2025 Q1	$13.5M	Sell	478,049 -128,680	-21%	-$3.72M	2.25%	11
2024 Q4	$17.4M	Sell	606,729 -101,598	-14%	-$2.95M	1.91%	10
2024 Q3	$20.8M	Buy	708,327 +46,823	+7%	+$1.35M	2.21%	9
2024 Q2	$18.7M	Buy	661,504 +14,542	+2%	+$415K	2.12%	10
2024 Q1	$18.5M	Buy	646,962 +88,839	+16%	+$2.56M	2.01%	9
2023 Q4	$16.1M	Buy	558,123 +58,816	+12%	+$1.62M	1.94%	7
2023 Q3	$13.5M	Sell	499,307 -26,586	-5%	-$732K	1.78%	9
2023 Q2	$14.6M	Buy	525,893 +31,226	+6%	+$860K	1.85%	11
2023 Q1	$13.9M	Sell	494,667 -27,754	-5%	-$766K	1.85%	9
2022 Q4	$14.1M	Buy	522,421 +136,517	+35%	+$3.66M	2.12%	5
2022 Q3	$10.1M	Buy	385,904 +35,559	+10%	+$983K	1.74%	8
2022 Q2	$9.47M	Buy	350,345 +112,699	+47%	+$3.21M	1.55%	11
2022 Q1	$7.22M	Buy	237,646 +43,572	+22%	+$1.35M	1.27%	12
2021 Q4	$6.4M	Buy	194,074 +35,467	+22%	+$1.17M	1.15%	14
2021 Q3	$5.24M	Buy	158,607 +34,914	+28%	+$1.16M	1.09%	15
2021 Q2	$4.07M	Buy	123,693 +96,567	+356%	+$3.11M	0.9%	31
2021 Q1	$866K	Buy	+27,126	New	+$870K	0.22%	92

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

Aveo Capital Partners's ANGL Position: Q2 2025 in Review

Aveo Capital Partners sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2025, closing a stake of 478,049 shares — an estimated $13.5M sold.

Aveo Capital Partners first reported a position in ANGL in Q1 2021 and held it in 17 quarters. The position peaked at $20.8M in Q3 2024. 331 funds tracked by Wall St. Rank hold ANGL as of Q2 2025.

Aveo Capital Partners reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 478,049 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2025, an estimated $13.5M.
Aveo Capital Partners first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2021 and held it in 17 quarters.
Aveo Capital Partners's VanEck Fallen Angel High Yield Bond ETF position peaked at $20.8M in Q3 2024.
331 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.