Cape Investment Advisory’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Cape Investment Advisory’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 Q3	–	Sell	-108	Closed	-$3.16K	–	1478
2026 Q2	$3.16K	Buy	+108	New	+$3.15K	﹤0.01%	1139
2026 Q1	–	Sell	-108	Closed	-$3.17K	–	267
2025 Q4	$3.17K	Hold	108	–	–	﹤0.01%	1017
2025 Q3	$3.21K	Hold	108	–	–	﹤0.01%	609
2025 Q2	$3.16K	Hold	108	–	–	﹤0.01%	851
2025 Q1	$3.12K	Hold	108	–	–	﹤0.01%	836
2024 Q4	$3.1K	Sell	108 -284	-72%	-$8.24K	﹤0.01%	827
2024 Q3	$11.5K	Buy	392 +67	+21%	+$1.94K	﹤0.01%	540
2024 Q2	$9.2K	Sell	325 -26	-7%	-$741	﹤0.01%	539
2024 Q1	$10.2K	Buy	351 +26	+8%	+$750	﹤0.01%	549
2023 Q4	$9.35K	Sell	325 -48	-13%	-$1.32K	﹤0.01%	679
2023 Q3	$10.1K	Sell	373 -5	-1%	-$138	0.01%	551
2023 Q2	$10.5K	Buy	+378	New	+$10.4K	0.01%	545

Other funds holding ANGL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

FLI

Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

SMWM

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Cape Investment Advisory's ANGL Position: Q3 2026 in Review

Cape Investment Advisory sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2026, closing a stake of 108 shares — an estimated $3.16K sold.

Cape Investment Advisory first reported a position in ANGL in Q2 2023 and held it in 12 quarters. The position peaked at $11.5K in Q3 2024. 23 funds tracked by Wall St. Rank hold ANGL as of Q3 2026.

Cape Investment Advisory reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2026 after selling out during the quarter.
Cape Investment Advisory sold 108 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2026, an estimated $3.16K.
Cape Investment Advisory first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2023 and held it in 12 quarters.
Cape Investment Advisory's VanEck Fallen Angel High Yield Bond ETF position peaked at $11.5K in Q3 2024.
23 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.