CFC Planning Company’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

CFC Planning Company’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	–	Sell	-34,034	Closed	-$997K	–	96
2025 Q2	$997K	Sell	34,034 -6,247	-16%	-$178K	0.94%	31
2025 Q1	$1.16M	Sell	40,281 -42,323	-51%	-$1.22M	1.24%	32
2024 Q4	$2.37M	Buy	+82,604	New	+$2.4M	2.54%	16

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

SFBLI

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

CFC Planning Company's ANGL Position: Q3 2025 in Review

CFC Planning Company sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2025, closing a stake of 34,034 shares — an estimated $997K sold.

CFC Planning Company first reported a position in ANGL in Q4 2024 and held it in 3 quarters. The position peaked at $2.37M in Q4 2024. 322 funds tracked by Wall St. Rank hold ANGL as of Q3 2025.

CFC Planning Company reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
CFC Planning Company sold 34,034 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2025, an estimated $997K.
CFC Planning Company first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2024 and held it in 3 quarters.
CFC Planning Company's VanEck Fallen Angel High Yield Bond ETF position peaked at $2.37M in Q4 2024.
322 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2025.

Based on CFC Planning Company's 13F filing for Q3 2025, filed 29 Oct 2025.