CX Institutional’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

CX Institutional’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 Q3	–	Sell	-309	Closed	-$9K	–	1670
2026 Q2	$9K	Sell	309 -73	-19%	-$2.12K	﹤0.01%	1302
2026 Q1	$11K	Sell	382 -3	-0.8%	-$88	﹤0.01%	1269
2025 Q4	$11K	Sell	385 -3,295	-90%	-$97K	﹤0.01%	1177
2025 Q3	$109K	Buy	+3,680	New	+$108K	﹤0.01%	810
2018 Q3	–	Sell	-979	Closed	-$28K	–	339
2018 Q2	$28K	Buy	+979	New	+$28.4K	0.01%	186

Other funds holding ANGL

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return

CX Institutional's ANGL Position: Q3 2026 in Review

CX Institutional sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2026, closing a stake of 309 shares — an estimated $9K sold.

CX Institutional first reported a position in ANGL in Q2 2018 and held it in 5 quarters. The position peaked at $109K in Q3 2025. 83 funds tracked by Wall St. Rank hold ANGL as of Q3 2026.

CX Institutional reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2026 after selling out during the quarter.
CX Institutional sold 309 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2026, an estimated $9K.
CX Institutional first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2018 and held it in 5 quarters.
CX Institutional's VanEck Fallen Angel High Yield Bond ETF position peaked at $109K in Q3 2025.
83 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.