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

CreativeOne Wealth’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	$214K	Sell	7,463 -259	-3%	-$7.6K	0.01%	1107
2025 Q4	$227K	Sell	7,722 -1,690	-18%	-$49.7K	0.01%	1070
2025 Q3	$280K	Sell	9,412 -1,313	-12%	-$38.5K	0.01%	979
2025 Q2	$314K	Buy	+10,725	New	+$305K	0.01%	904
2025 Q1	–	Sell	-7,626	Closed	-$219K	–	1060
2024 Q4	$219K	Buy	7,626 +211	+3%	+$6.12K	0.01%	994
2024 Q3	$218K	Sell	7,415 -66	-0.9%	-$1.91K	0.01%	879
2024 Q2	$212K	Sell	7,481 -284	-4%	-$8.1K	0.01%	713
2024 Q1	$225K	Buy	+7,765	New	+$224K	0.01%	806
2023 Q3	–	Sell	-8,586	Closed	-$238K	–	577
2023 Q2	$238K	Buy	8,586 +939	+12%	+$25.8K	0.01%	717
2023 Q1	$214K	Buy	+7,647	New	+$211K	0.01%	729
2022 Q2	–	Sell	-7,842	Closed	-$238K	–	716
2022 Q1	$238K	Sell	7,842 -1,305	-14%	-$40.6K	0.01%	652
2021 Q4	$302K	Buy	+9,147	New	+$301K	0.01%	590

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

CreativeOne Wealth's ANGL Position: Q1 2026 in Review

CreativeOne Wealth reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 3.4% in Q1 2026, selling an estimated $7.6K and leaving 7,463 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #1107.

CreativeOne Wealth first reported a position in ANGL in Q4 2021 and has held it in 12 quarters since. The position peaked at $314K in Q2 2025. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

CreativeOne Wealth held 7,463 shares of VanEck Fallen Angel High Yield Bond ETF worth $214K as of Q1 2026.
CreativeOne Wealth sold 259 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $7.6K.
VanEck Fallen Angel High Yield Bond ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1107 holding.
CreativeOne Wealth first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2021 and has held it in 12 quarters since.
CreativeOne Wealth's VanEck Fallen Angel High Yield Bond ETF position peaked at $314K in Q2 2025.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.