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 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 $1.37T 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

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

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Elm3 Financial Group's ANGL Position: Q1 2026 in Review

Elm3 Financial Group increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 0.01% in Q1 2026, buying an estimated $29 and bringing the position to 7,220 shares worth $207K. The position accounts for 0.18% of the portfolio, ranked #112.

Elm3 Financial Group first reported a position in ANGL in Q4 2024 and has held it in 6 quarters since. The position peaked at $223K in Q3 2025. 315 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Elm3 Financial Group held 7,220 shares of VanEck Fallen Angel High Yield Bond ETF worth $207K as of Q1 2026.
Elm3 Financial Group bought 1 VanEck Fallen Angel High Yield Bond ETF share in Q1 2026, an estimated $29.
VanEck Fallen Angel High Yield Bond ETF made up 0.18% of Elm3 Financial Group's portfolio in Q1 2026, its #112 holding.
Elm3 Financial Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
Elm3 Financial Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $223K in Q3 2025.
315 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.