Beacon Pointe Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Beacon Pointe Advisors’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	-21,256	Closed	-$613K	–	1252
2025 Q1	$613K	Sell	21,256 -12,000	-36%	-$347K	0.01%	788
2024 Q4	$953K	Hold	33,256	–	–	0.01%	642
2024 Q3	$978K	Hold	33,256	–	–	0.01%	641
2024 Q2	$941K	Hold	33,256	–	–	0.01%	658
2024 Q1	$965K	Sell	33,256 -1,400	-4%	-$40.4K	0.01%	696
2023 Q4	$997K	Sell	34,656 -2,099	-6%	-$57.9K	0.01%	667
2023 Q3	$995K	Sell	36,755 -1,365	-4%	-$37.6K	0.01%	629
2023 Q2	$1.06M	Buy	38,120 +170	+0.4%	+$4.68K	0.02%	514
2023 Q1	$1.06M	Buy	37,950 +650	+2%	+$17.9K	0.02%	527
2022 Q4	$1.01M	Sell	37,300 -159	-0.4%	-$4.27K	0.02%	502
2022 Q3	$981K	Buy	37,459 +2	+0%	+$55	0.02%	466
2022 Q2	$1.01M	Sell	37,457 -1,747	-4%	-$49.7K	0.02%	467
2022 Q1	$1.19M	Buy	39,204 +1,493	+4%	+$46.4K	0.02%	571
2021 Q4	$1.24M	Sell	37,711 -1,758	-4%	-$57.9K	0.03%	335
2021 Q3	$1.3M	Buy	+39,469	New	+$1.31M	0.03%	365

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 $947M AUM 13.91% 1-Year Est. Return

Beacon Pointe Advisors's ANGL Position: Q2 2025 in Review

Beacon Pointe Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2025, closing a stake of 21,256 shares — an estimated $613K sold.

Beacon Pointe Advisors first reported a position in ANGL in Q3 2021 and held it in 15 quarters. The position peaked at $1.3M in Q3 2021. 330 funds tracked by Wall St. Rank hold ANGL as of Q2 2025.

Beacon Pointe Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Beacon Pointe Advisors sold 21,256 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2025, an estimated $613K.
Beacon Pointe Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2021 and held it in 15 quarters.
Beacon Pointe Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.3M in Q3 2021.
330 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2025.

Based on Beacon Pointe Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.