Brass Tax Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Brass Tax Wealth Management’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 Q3	$16M	Buy	537,307 +161,727	+43%	+$4.74M	2.66%	9
2025 Q2	$11M	Buy	375,580 +5,243	+1%	+$149K	2.12%	13
2025 Q1	$10.7M	Buy	370,337 +20,320	+6%	+$587K	2.25%	13
2024 Q4	$10M	Buy	350,017 +40,860	+13%	+$1.19M	2.11%	13
2024 Q3	$9.09M	Buy	309,157 +296,349	+2,314%	+$8.57M	1.95%	13
2024 Q2	$362K	Buy	+12,808	New	+$365K	0.16%	78

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Brass Tax Wealth Management's ANGL Position: Q3 2025 in Review

Brass Tax Wealth Management increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 43% in Q3 2025, buying an estimated $4.74M and bringing the position to 537,307 shares worth $16M. The position accounts for 2.66% of the portfolio, ranked #9.

Brass Tax Wealth Management first reported a position in ANGL in Q2 2024 and has held it in 6 quarters since. 321 funds tracked by Wall St. Rank hold ANGL as of Q3 2025.

Brass Tax Wealth Management held 537,307 shares of VanEck Fallen Angel High Yield Bond ETF worth $16M as of Q3 2025.
Brass Tax Wealth Management bought 161,727 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2025, an estimated $4.74M.
VanEck Fallen Angel High Yield Bond ETF made up 2.66% of Brass Tax Wealth Management's portfolio in Q3 2025, its #9 holding.
Brass Tax Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2024 and has held it in 6 quarters since.
321 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.