Delta Investment Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Delta Investment Management’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
2025 Q1	–	Sell	-25,304	Closed	-$725K	–	242
2024 Q4	$725K	Buy	25,304 +1,206	+5%	+$35K	0.14%	93
2024 Q3	$709K	Buy	24,098 +5,029	+26%	+$145K	0.14%	92
2024 Q2	$540K	Buy	19,069 +492	+3%	+$14K	0.12%	108
2024 Q1	$539K	Sell	18,577 -358	-2%	-$10.3K	0.12%	113
2023 Q4	$545K	Buy	18,935 +210	+1%	+$5.79K	0.14%	101
2023 Q3	$507K	Buy	+18,725	New	+$516K	0.14%	89

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Delta Investment Management's ANGL Position: Q1 2025 in Review

Delta Investment Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2025, closing a stake of 25,304 shares — an estimated $725K sold.

Delta Investment Management first reported a position in ANGL in Q3 2023 and held it in 6 quarters. The position peaked at $725K in Q4 2024. 344 funds tracked by Wall St. Rank hold ANGL as of Q1 2025.

Delta Investment Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Delta Investment Management sold 25,304 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2025, an estimated $725K.
Delta Investment Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2023 and held it in 6 quarters.
Delta Investment Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $725K in Q4 2024.
344 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2025.

Based on Delta Investment Management's 13F filing for Q1 2025, filed 14 May 2025.