Carnegie Investment Counsel’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Carnegie Investment Counsel’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	$313K	Buy	10,700 +2,200	+26%	+$64.1K	0.01%	470
2026 Q1	$244K	Hold	8,500	–	–	﹤0.01%	513
2025 Q4	$250K	Hold	8,500	–	–	﹤0.01%	514
2025 Q3	$253K	Sell	8,500 -3,000	-26%	-$87.9K	﹤0.01%	492
2025 Q2	$337K	Hold	11,500	–	–	0.01%	454
2025 Q1	$316K	Sell	11,500 -1,000	-8%	-$28.9K	0.01%	424
2024 Q4	$358K	Sell	12,500 -7,500	-38%	-$218K	0.01%	381
2024 Q3	$588K	Buy	+20,000	New	+$578K	0.02%	319

Other funds holding ANGL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFO

Pioneer Family Office North Miami Beach, Florida $194M AUM

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Carnegie Investment Counsel's ANGL Position: Q2 2026 in Review

Carnegie Investment Counsel increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 26% in Q2 2026, buying an estimated $64.1K and bringing the position to 10,700 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #470.

Carnegie Investment Counsel first reported a position in ANGL in Q3 2024 and has held it in 8 quarters since. The position peaked at $588K in Q3 2024. 200 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Carnegie Investment Counsel held 10,700 shares of VanEck Fallen Angel High Yield Bond ETF worth $313K as of Q2 2026.
Carnegie Investment Counsel bought 2,200 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $64.1K.
VanEck Fallen Angel High Yield Bond ETF made up 0.01% of Carnegie Investment Counsel's portfolio in Q2 2026, its #470 holding.
Carnegie Investment Counsel first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2024 and has held it in 8 quarters since.
Carnegie Investment Counsel's VanEck Fallen Angel High Yield Bond ETF position peaked at $588K in Q3 2024.
200 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.