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

Crux Wealth Advisors’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	$206K	Sell	7,032 -51	-0.7%	-$1.49K	0.07%	188
2026 Q1	$203K	Sell	7,083 -93	-1%	-$2.73K	0.08%	175
2025 Q4	$211K	Sell	7,176 -585	-8%	-$17.2K	0.08%	167
2025 Q3	$231K	Sell	7,761 -1,961	-20%	-$57.4K	0.09%	158
2025 Q2	$285K	Sell	9,722 -5,213	-35%	-$148K	0.12%	143
2025 Q1	$431K	Sell	14,935 -2,190	-13%	-$63.3K	0.22%	120
2024 Q4	$491K	Buy	+17,125	New	+$497K	0.27%	94

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

Cerity Partners New York $82.7B AUM 28.53% 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

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

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

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

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

Crux Wealth Advisors's ANGL Position: Q2 2026 in Review

Crux Wealth Advisors reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 0.72% in Q2 2026, selling an estimated $1.49K and leaving 7,032 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #188.

Crux Wealth Advisors first reported a position in ANGL in Q4 2024 and has held it in 7 quarters since. The position peaked at $491K in Q4 2024. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Crux Wealth Advisors held 7,032 shares of VanEck Fallen Angel High Yield Bond ETF worth $206K as of Q2 2026.
Crux Wealth Advisors sold 51 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $1.49K.
VanEck Fallen Angel High Yield Bond ETF made up 0.07% of Crux Wealth Advisors's portfolio in Q2 2026, its #188 holding.
Crux Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $491K in Q4 2024.
333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.