Elm3 Financial Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Elm3 Financial Group’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	–	Sell	-7,220	Closed	-$207K	–	136
2026 Q1	$207K	Buy	7,220 +1	+0%	+$29	0.18%	112
2025 Q4	$212K	Sell	7,219 -297	-4%	-$8.74K	0.18%	107
2025 Q3	$223K	Buy	7,516 +1	+0%	+$29	0.18%	104
2025 Q2	$220K	Buy	7,515 +476	+7%	+$13.5K	0.18%	100
2025 Q1	$203K	Sell	7,039 -185	-3%	-$5.35K	0.18%	94
2024 Q4	$207K	Buy	+7,224	New	+$210K	0.18%	86

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

Elm3 Financial Group's ANGL Position: Q2 2026 in Review

Elm3 Financial Group sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2026, closing a stake of 7,220 shares — an estimated $207K sold.

Elm3 Financial Group first reported a position in ANGL in Q4 2024 and held it in 6 quarters. The position peaked at $223K in Q3 2025. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Elm3 Financial Group reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
Elm3 Financial Group sold 7,220 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $207K.
Elm3 Financial Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2024 and held it in 6 quarters.
Elm3 Financial Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $223K in Q3 2025.
333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.