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

Consultiva 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 Q1	$18.2K	Hold	634	–	–	0.05%	171
2025 Q4	$18.6K	Hold	634	–	–	0.05%	165
2025 Q3	$18.8K	Hold	634	–	–	0.05%	166
2025 Q2	$18.6K	Buy	634 +200	+46%	+$5.69K	0.06%	173
2025 Q1	$12.5K	Buy	434 +173	+66%	+$5K	0.04%	190
2024 Q4	$7.48K	Hold	261	–	–	0.04%	134
2024 Q3	$7.68K	Hold	261	–	–	0.06%	24
2024 Q2	$7.39K	Hold	261	–	–	0.07%	22
2024 Q1	$7.57K	Buy	+261	New	+$7.53K	0.07%	19
2023 Q3	$7.06K	Hold	261	–	–	0.18%	25
2023 Q2	$7.25K	Buy	261 +38	+17%	+$1.05K	0.18%	30
2023 Q1	$6.25K	Hold	223	–	–	0.16%	29
2022 Q4	$6.03K	Hold	223	–	–	0.16%	30
2022 Q3	$6K	Hold	223	–	–	0.17%	28
2022 Q2	$1.3M	Buy	223 +147	+193%	+$4.18K	36.51%	1
2022 Q1	$2K	Hold	76	–	–	0.05%	30
2021 Q4	$3K	Hold	76	–	–	0.07%	31
2021 Q3	$3K	Buy	+76	New	+$2.51K	0.07%	30
2021 Q1	$98K	Hold	3,074	–	–	2.13%	10
2020 Q4	$99K	Buy	+3,074	New	+$95K	2.31%	11
2019 Q2	$102K	Buy	+3,094	New	+$89.3K	2.08%	12

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Consultiva Wealth Management's ANGL Position: Q1 2026 in Review

Consultiva Wealth Management held its VanEck Fallen Angel High Yield Bond ETF (ANGL) position steady in Q1 2026 at 634 shares worth $18.2K. The position accounts for 0.05% of the portfolio, ranked #171.

Consultiva Wealth Management first reported a position in ANGL in Q2 2019 and has held it in 21 quarters since. The position peaked at $1.3M in Q2 2022. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Consultiva Wealth Management held 634 shares of VanEck Fallen Angel High Yield Bond ETF worth $18.2K as of Q1 2026.
Consultiva Wealth Management left its VanEck Fallen Angel High Yield Bond ETF share count unchanged in Q1 2026.
VanEck Fallen Angel High Yield Bond ETF made up 0.05% of Consultiva Wealth Management's portfolio in Q1 2026, its #171 holding.
Consultiva Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2019 and has held it in 21 quarters since.
Consultiva Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.3M in Q2 2022.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.