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Center for Financial Planning’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Center for Financial Planning’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
-552
Closed -$15.9K – 651
2025
Q1 		$15.9K Buy
+552
New +$16K ﹤0.01% 419
2023
Q3 		– Sell
-127
Closed -$3.53K – 524
2023
Q2 		$3.53K Buy
+127
New +$3.5K ﹤0.01% 465

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
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

Center for Financial Planning's ANGL Position: Q2 2025 in Review

Center for Financial Planning sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2025, closing a stake of 552 shares — an estimated $15.9K sold.

Center for Financial Planning first reported a position in ANGL in Q2 2023 and held it in 2 quarters. The position peaked at $15.9K in Q1 2025. 330 funds tracked by Wall St. Rank hold ANGL as of Q2 2025.

  • Center for Financial Planning reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Center for Financial Planning sold 552 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2025, an estimated $15.9K.
  • Center for Financial Planning first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2023 and held it in 2 quarters.
  • Center for Financial Planning's VanEck Fallen Angel High Yield Bond ETF position peaked at $15.9K in Q1 2025.
  • 330 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.