Cooper Financial Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Cooper Financial Group’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	–	Sell	-120,609	Closed	-$3.54M	–	428
2025 Q4	$3.54M	Buy	120,609 +3,820	+3%	+$112K	0.38%	45
2025 Q3	$3.47M	Buy	116,789 +4,962	+4%	+$145K	0.38%	45
2025 Q2	$3.27M	Buy	111,827 +4,946	+5%	+$141K	0.39%	46
2025 Q1	$3.08M	Buy	106,881 +5,704	+6%	+$165K	0.41%	51
2024 Q4	$2.9M	Buy	101,177 +7,547	+8%	+$219K	0.35%	54
2024 Q3	$2.75M	Buy	93,630 +4,900	+6%	+$142K	0.36%	50
2024 Q2	$2.51M	Buy	88,730 +9,857	+12%	+$281K	0.37%	46
2024 Q1	$2.29M	Buy	78,873 +8,540	+12%	+$246K	0.38%	48
2023 Q4	$2.02M	Buy	70,333 +4,984	+8%	+$137K	0.37%	51
2023 Q3	$1.77M	Buy	65,349 +7,704	+13%	+$212K	0.43%	48
2023 Q2	$1.6M	Buy	57,645 +8,813	+18%	+$243K	0.4%	57
2023 Q1	$1.37M	Buy	48,832 +4,378	+10%	+$121K	0.37%	65
2022 Q4	$1.2M	Sell	44,454 -31,831	-42%	-$855K	0.37%	67
2022 Q3	$2M	Buy	+76,285	New	+$2.11M	0.72%	27
2019 Q1	–	Sell	-19,299	Closed	-$515K	–	110
2018 Q4	$515K	Buy	+19,299	New	+$537K	0.35%	46

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

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

Cerity Partners New York $82.7B AUM 28.53% 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

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

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

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

Cooper Financial Group's ANGL Position: Q1 2026 in Review

Cooper Financial Group sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2026, closing a stake of 120,609 shares — an estimated $3.54M sold.

Cooper Financial Group first reported a position in ANGL in Q4 2018 and held it in 15 quarters. The position peaked at $3.54M in Q4 2025. 316 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Cooper Financial Group reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
Cooper Financial Group sold 120,609 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $3.54M.
Cooper Financial Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2018 and held it in 15 quarters.
Cooper Financial Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $3.54M in Q4 2025.
316 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Cooper Financial Group's 13F filing for Q1 2026, filed 7 Apr 2026.