EPG Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

EPG Wealth 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 Q2	–	Sell	-1,665	Closed	-$48.1K	–	318
2025 Q1	$48.1K	Sell	1,665 -143	-8%	-$4.13K	0.01%	294
2024 Q4	$51.8K	Buy	1,808 +34	+2%	+$987	0.01%	294
2024 Q3	$52.2K	Buy	+1,774	New	+$51.3K	0.01%	296
2024 Q2	–	Sell	-1,723	Closed	-$49.1K	–	321
2024 Q1	$50K	Buy	1,723 +8	+0.5%	+$231	0.01%	315
2023 Q4	$49.1K	Buy	1,715 +37	+2%	+$1.02K	0.01%	308
2023 Q3	$45.4K	Buy	1,678 +22	+1%	+$606	0.01%	304
2023 Q2	$46K	Buy	1,656 +19	+1%	+$523	0.01%	299
2023 Q1	$45.9K	Buy	1,637 +19	+1%	+$524	0.01%	300
2022 Q4	$43.7K	Buy	1,618 +17	+1%	+$456	0.02%	270
2022 Q3	$42K	Buy	+1,601	New	+$44.3K	0.02%	266
2022 Q2	–	Sell	-1,568	Closed	-$48K	–	219
2022 Q1	$48K	Buy	1,568 +12	+0.8%	+$373	0.02%	295
2021 Q4	$51K	Sell	1,556 -234	-13%	-$7.7K	0.02%	289
2021 Q3	$59K	Buy	+1,790	New	+$59.2K	0.02%	264
2020 Q2	–	Sell	-3,305	Closed	-$84K	–	169
2020 Q1	$84K	Buy	+3,305	New	+$94.5K	0.06%	196

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

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

KAM

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

EPG Wealth Management's ANGL Position: Q2 2025 in Review

EPG Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2025, closing a stake of 1,665 shares — an estimated $48.1K sold.

EPG Wealth Management first reported a position in ANGL in Q1 2020 and held it in 14 quarters. The position peaked at $84K in Q1 2020. 330 funds tracked by Wall St. Rank hold ANGL as of Q2 2025.

EPG Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 1,665 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2025, an estimated $48.1K.
EPG Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2020 and held it in 14 quarters.
EPG Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $84K in Q1 2020.
330 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.