Axis Wealth Partners’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Axis Wealth 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
2026 Q2	$1.2M	Buy	41,049 +465	+1%	+$13.5K	0.58%	54
2026 Q1	$1.17M	Buy	40,584 +1,264	+3%	+$37.1K	0.62%	49
2025 Q4	$1.15M	Buy	39,320 +964	+3%	+$28.4K	0.64%	47
2025 Q3	$1.14M	Buy	38,356 +1,716	+5%	+$50.3K	0.67%	47
2025 Q2	$1.07M	Buy	36,640 +8,328	+29%	+$237K	0.7%	45
2025 Q1	$817K	Buy	28,312 +3,129	+12%	+$90.4K	0.6%	50
2024 Q4	$722K	Buy	+25,183	New	+$731K	0.61%	50

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

Axis Wealth Partners's ANGL Position: Q2 2026 in Review

Axis Wealth Partners increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 1.1% in Q2 2026, buying an estimated $13.5K and bringing the position to 41,049 shares worth $1.2M. The position accounts for 0.58% of the portfolio, ranked #54.

Axis Wealth Partners first reported a position in ANGL in Q4 2024 and has held it in 7 quarters since. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Axis Wealth Partners held 41,049 shares of VanEck Fallen Angel High Yield Bond ETF worth $1.2M as of Q2 2026.
Axis Wealth Partners bought 465 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $13.5K.
VanEck Fallen Angel High Yield Bond ETF made up 0.58% of Axis Wealth Partners's portfolio in Q2 2026, its #54 holding.
Axis Wealth Partners first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.