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

Creative Planning’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	-6,865	Closed	-$202K	–	4092
2025 Q4	$202K	Sell	6,865 -2,007	-23%	-$59.1K	﹤0.01%	3550
2025 Q3	$264K	Sell	8,872 -330	-4%	-$9.66K	﹤0.01%	3252
2025 Q2	$269K	Buy	+9,202	New	+$262K	﹤0.01%	2998
2023 Q4	–	Sell	-109	Closed	-$3.03K	–	2764
2023 Q3	$3.03K	Buy	+109	New	+$3K	﹤0.01%	2776
2023 Q1	–	Sell	-5	Closed	-$135	–	2653
2022 Q4	$135	Buy	+5	New	+$134	﹤0.01%	2471
2017 Q3	–	Sell	-489	Closed	-$14K	–	1964
2017 Q2	$14K	Hold	489	–	–	﹤0.01%	3399
2017 Q1	$14K	Buy	+489	New	+$14.3K	﹤0.01%	3362
2013 Q3	–	Sell	-404	Closed	-$11K	–	3199
2013 Q2	$11K	Buy	+404	New	+$11.1K	﹤0.01%	2212

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

Creative Planning's ANGL Position: Q1 2026 in Review

Creative Planning sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2026, closing a stake of 6,865 shares — an estimated $202K sold.

Creative Planning first reported a position in ANGL in Q2 2013 and held it in 8 quarters. The position peaked at $269K in Q2 2025. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Creative Planning reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 6,865 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $202K.
Creative Planning first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2013 and held it in 8 quarters.
Creative Planning's VanEck Fallen Angel High Yield Bond ETF position peaked at $269K in Q2 2025.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.