CFP
ANGL icon

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
Q2 		$273K Sell
9,329
-483,517
-98% -$14.1M 0.07% 93
2026
Q1 		$14.2M Buy
492,846
+25,448
+5% +$746K 3.94% 9
2025
Q4 		$13.7M Buy
467,398
+27,857
+6% +$820K 3.84% 9
2025
Q3 		$13.1M Buy
439,541
+28,438
+7% +$833K 4.01% 9
2025
Q2 		$12M Buy
411,103
+25,015
+6% +$712K 3.95% 9
2025
Q1 		$11.1M Buy
386,088
+6,951
+2% +$201K 4.02% 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 3.69% 9
2024
Q1 		$7.22M Buy
248,782
+195,455
+367% +$5.64M 3.31% 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 3.06% 9
2023
Q2 		$4.53M Buy
164,097
+11,358
+7% +$313K 2.6% 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

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return