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

Cypress Financial 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 Q3	–	Sell	-9,329	Closed	-$273K	–	104
2026 Q2	$273K	Sell	9,329 -483,517	-98%	-$14.1M	0.07%	93
2026 Q1	$14.2M	Buy	492,846 +25,448	+5%	+$746K	3.9%	9
2025 Q4	$13.7M	Buy	467,398 +27,857	+6%	+$820K	3.79%	9
2025 Q3	$13.1M	Buy	439,541 +28,438	+7%	+$833K	3.98%	9
2025 Q2	$12M	Buy	411,103 +25,015	+6%	+$712K	3.93%	9
2025 Q1	$11.1M	Buy	386,088 +6,951	+2%	+$201K	3.98%	9
2024 Q4	$10.9M	Buy	379,137 +19,964	+6%	+$579K	3.99%	9
2024 Q3	$10.6M	Buy	359,173 +47,346	+15%	+$1.37M	3.91%	9
2024 Q2	$8.82M	Buy	311,827 +63,045	+25%	+$1.8M	3.65%	9
2024 Q1	$7.22M	Buy	248,782 +195,455	+367%	+$5.64M	3.3%	10
2023 Q4	$1.52M	Sell	53,327 -142,625	-73%	-$3.93M	1.38%	11
2023 Q3	$5.3M	Buy	195,952 +31,855	+19%	+$877K	3.03%	9
2023 Q2	$4.53M	Buy	164,097 +11,358	+7%	+$313K	2.57%	9
2023 Q1	$4.26M	Buy	152,739 +3,025	+2%	+$83.5K	2.59%	9
2022 Q4	$4.05M	Buy	149,714 +5,902	+4%	+$158K	2.71%	9
2022 Q3	$3.77M	Buy	143,812 +11,064	+8%	+$306K	2.68%	10
2022 Q2	$3.59M	Buy	+132,748	New	+$3.78M	2.46%	10

Other funds holding ANGL

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

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

FLI

Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

SMWM

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Cypress Financial Planning's ANGL Position: Q3 2026 in Review

Cypress Financial Planning sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2026, closing a stake of 9,329 shares — an estimated $273K sold.

Cypress Financial Planning first reported a position in ANGL in Q2 2022 and held it in 17 quarters. The position peaked at $14.2M in Q1 2026. 23 funds tracked by Wall St. Rank hold ANGL as of Q3 2026.

Cypress Financial Planning reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2026 after selling out during the quarter.
Cypress Financial Planning sold 9,329 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2026, an estimated $273K.
Cypress Financial Planning first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2022 and held it in 17 quarters.
Cypress Financial Planning's VanEck Fallen Angel High Yield Bond ETF position peaked at $14.2M in Q1 2026.
23 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.