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 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 $1.37T 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

EverSource Wealth Advisors's ANGL Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 8.7% in Q1 2026, selling an estimated $2.08K and leaving 747 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2461.

EverSource Wealth Advisors first reported a position in ANGL in Q1 2023 and has held it in 11 quarters since. The position peaked at $26K in Q2 2024. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

EverSource Wealth Advisors held 747 shares of VanEck Fallen Angel High Yield Bond ETF worth $21.5K as of Q1 2026.
EverSource Wealth Advisors sold 71 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $2.08K.
VanEck Fallen Angel High Yield Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2461 holding.
EverSource Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $26K in Q2 2024.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.