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

Comprehensive 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
2026 Q2	$2.13M	Sell	72,820 -13,087	-15%	-$381K	0.97%	16
2026 Q1	$2.47M	Buy	85,907 +8,936	+12%	+$262K	1.25%	16
2025 Q4	$2.26M	Buy	76,971 +14,443	+23%	+$425K	1.33%	18
2025 Q3	$1.86M	Buy	62,528 +25,020	+67%	+$733K	1.32%	19
2025 Q2	$1.1M	Buy	37,508 +10,938	+41%	+$311K	0.88%	21
2025 Q1	$767K	Buy	26,570 +8,857	+50%	+$256K	0.53%	29
2024 Q4	$508K	Buy	17,713 +2,478	+16%	+$71.9K	0.38%	27
2024 Q3	$448K	Buy	15,235 +1,295	+9%	+$37.4K	0.29%	26
2024 Q2	$395K	Buy	+13,940	New	+$398K	0.29%	26
2023 Q1	–	Sell	-8,426	Closed	-$228K	–	34
2022 Q4	$228K	Buy	+8,426	New	+$226K	0.21%	32
2022 Q3	–	Sell	-7,518	Closed	-$203K	–	31
2022 Q2	$203K	Sell	7,518 -4,913	-40%	-$140K	0.18%	29
2022 Q1	$378K	Buy	+12,431	New	+$386K	0.39%	20
2021 Q3	–	Sell	-7,408	Closed	-$244K	–	22
2021 Q2	$244K	Buy	+7,408	New	+$239K	0.25%	13

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

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

CIA

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

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Comprehensive Wealth Management's ANGL Position: Q2 2026 in Review

Comprehensive Wealth Management reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 15% in Q2 2026, selling an estimated $381K and leaving 72,820 shares worth $2.13M. The position accounts for 0.97% of the portfolio, ranked #16.

Comprehensive Wealth Management first reported a position in ANGL in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.47M in Q1 2026. 331 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Comprehensive Wealth Management held 72,820 shares of VanEck Fallen Angel High Yield Bond ETF worth $2.13M as of Q2 2026.
Comprehensive Wealth Management sold 13,087 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $381K.
VanEck Fallen Angel High Yield Bond ETF made up 0.97% of Comprehensive Wealth Management's portfolio in Q2 2026, its #16 holding.
Comprehensive Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2021 and has held it in 13 quarters since.
Comprehensive Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $2.47M in Q1 2026.
331 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Comprehensive Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.