EverSource Wealth Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

EverSource Wealth Advisors’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	$3.17K	Sell	108 -639	-86%	-$18.6K	﹤0.01%	3502
2026 Q1	$21.5K	Sell	747 -71	-9%	-$2.08K	﹤0.01%	2461
2025 Q4	$24K	Buy	818 +782	+2,172%	+$23K	﹤0.01%	2266
2025 Q3	$1.07K	Buy	+36	New	+$1.05K	﹤0.01%	3744
2025 Q1	–	Sell	-377	Closed	-$10.8K	–	4019
2024 Q4	$10.8K	Buy	377 +1	+0.3%	+$29	﹤0.01%	1950
2024 Q3	$11.1K	Sell	376 -522	-58%	-$15.1K	﹤0.01%	1807
2024 Q2	$26K	Buy	898 +522	+139%	+$14.9K	﹤0.01%	1375
2024 Q1	$10.6K	Sell	376 -30	-7%	-$865	﹤0.01%	1660
2023 Q4	$11.7K	Buy	406 +350	+625%	+$9.65K	﹤0.01%	1493
2023 Q3	$1.51K	Buy	56 +1	+2%	+$28	﹤0.01%	2089
2023 Q2	$1.54K	Buy	55 +42	+323%	+$1.16K	﹤0.01%	2100
2023 Q1	$372	Buy	+13	New	+$359	﹤0.01%	2278

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

EverSource Wealth Advisors's ANGL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 86% in Q2 2026, selling an estimated $18.6K and leaving 108 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #3502.

EverSource Wealth Advisors first reported a position in ANGL in Q1 2023 and has held it in 12 quarters since. The position peaked at $26K in Q2 2024. 334 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

EverSource Wealth Advisors held 108 shares of VanEck Fallen Angel High Yield Bond ETF worth $3.17K as of Q2 2026.
EverSource Wealth Advisors sold 639 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $18.6K.
VanEck Fallen Angel High Yield Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3502 holding.
EverSource Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $26K in Q2 2024.
334 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.