FAIM
ANGL icon

Financial Advocates Investment Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-45,193
Closed -$1.32M – 124
2025
Q2 		$1.32M Buy
45,193
+2,781
+7% +$79.1K 0.11% 181
2025
Q1 		$1.22M Buy
42,412
+28,477
+204% +$823K 0.09% 236
2024
Q4 		$400K Buy
13,935
+1,065
+8% +$30.9K 0.02% 526
2024
Q3 		$379K Buy
12,870
+495
+4% +$14.3K 0.02% 541
2024
Q2 		$350K Buy
12,375
+248
+2% +$7.07K 0.02% 539
2024
Q1 		$352K Buy
12,127
+474
+4% +$13.7K 0.02% 539
2023
Q4 		$335K Buy
11,653
+376
+3% +$10.4K 0.02% 515
2023
Q3 		$305K Buy
11,277
+827
+8% +$22.8K 0.02% 515
2023
Q2 		$290K Buy
10,450
+813
+8% +$22.4K 0.02% 530
2023
Q1 		$270K Buy
9,637
+801
+9% +$22.1K 0.02% 587
2022
Q4 		$239K Buy
+8,836
New +$237K 0.02% 622
2022
Q2 		– Sell
-45,390
Closed -$1.38M – 689
2022
Q1 		$1.38M Sell
45,390
-5,481
-11% -$170K 0.09% 241
2021
Q4 		$1.68M Sell
50,871
-2,574
-5% -$84.7K 0.11% 229
2021
Q3 		$1.77M Buy
53,445
+1,415
+3% +$46.8K 0.12% 208
2021
Q2 		$1.71M Buy
52,030
+16,756
+48% +$540K 0.11% 218
2021
Q1 		$1.16M Sell
35,274
-446
-1% -$14.3K 0.08% 280
2020
Q4 		$1.15M Sell
35,720
-17,540
-33% -$542K 0.08% 279
2020
Q3 		$1.58M Buy
53,260
+13,350
+33% +$400K 0.14% 166
2020
Q2 		$1.15M Buy
+39,910
New +$1.1M 0.11% 224
2019
Q4 		– Sell
-32,812
Closed -$962K – 511
2019
Q3 		$962K Sell
32,812
-4,586
-12% -$134K 0.11% 192
2019
Q2 		$1.1M Buy
+37,398
New +$1.08M 0.13% 173
2018
Q3 		– Sell
-8,348
Closed -$239K – 502
2018
Q2 		$239K Buy
8,348
+111
+1% +$3.22K 0.03% 424
2018
Q1 		$240K Buy
8,237
+128
+2% +$3.79K 0.03% 413
2017
Q4 		$242K Buy
+8,109
New +$244K 0.03% 407

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Financial Advocates Investment Management's ANGL Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2025, closing a stake of 45,193 shares — an estimated $1.32M sold.

Financial Advocates Investment Management first reported a position in ANGL in Q4 2017 and held it in 24 quarters. The position peaked at $1.77M in Q3 2021. 322 funds tracked by Wall St. Rank hold ANGL as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 45,193 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2025, an estimated $1.32M.
  • Financial Advocates Investment Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2017 and held it in 24 quarters.
  • Financial Advocates Investment Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.77M in Q3 2021.
  • 322 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.