Cornerstone Planning Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Cornerstone Planning 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 Q2	$310K	Sell	10,719 -1,053	-9%	-$30.7K	0.04%	133
2026 Q1	$343K	Sell	11,772 -1,624	-12%	-$47.6K	0.05%	119
2025 Q4	$396K	Buy	13,396 +13,338	+22,997%	+$392K	0.06%	95
2025 Q3	$1.48K	Sell	58 -14,671	-100%	-$430K	﹤0.01%	1225
2025 Q2	$428K	Sell	14,729 -1,928	-12%	-$54.8K	0.09%	52
2025 Q1	$467K	Sell	16,657 -1,776	-10%	-$51.3K	0.11%	49
2024 Q4	$536K	Sell	18,433 -2,534	-12%	-$73.5K	0.13%	39
2024 Q3	$609K	Sell	20,967 -4,876	-19%	-$141K	0.16%	34
2024 Q2	$734K	Sell	25,843 -4,210	-14%	-$120K	0.21%	37
2024 Q1	$858K	Sell	30,053 -26,465	-47%	-$763K	0.27%	28
2023 Q4	$1.63M	Sell	56,518 -321,156	-85%	-$8.86M	0.54%	21
2023 Q3	$10.2M	Buy	377,674 +45,184	+14%	+$1.24M	3.89%	7
2023 Q2	$9.23M	Buy	+332,490	New	+$9.15M	3.65%	7
2022 Q4	$7.2M	Buy	+258,040	New	+$6.93M	3.02%	7

Other funds holding ANGL

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

SFBLI

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFO

Pioneer Family Office North Miami Beach, Florida $194M AUM

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cornerstone Planning Group's ANGL Position: Q2 2026 in Review

Cornerstone Planning Group reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 8.9% in Q2 2026, selling an estimated $30.7K and leaving 10,719 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #133.

Cornerstone Planning Group first reported a position in ANGL in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.2M in Q3 2023. 200 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Cornerstone Planning Group held 10,719 shares of VanEck Fallen Angel High Yield Bond ETF worth $310K as of Q2 2026.
Cornerstone Planning Group sold 1,053 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $30.7K.
VanEck Fallen Angel High Yield Bond ETF made up 0.04% of Cornerstone Planning Group's portfolio in Q2 2026, its #133 holding.
Cornerstone Planning Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $10.2M in Q3 2023.
200 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.