Financial Services Advisory’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Financial Services Advisory’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	$9.65M	Buy	+330,056	New	+$9.61M	2.42%	14
2025 Q2	–	Sell	-56,865	Closed	-$1.64M	–	50
2025 Q1	$1.64M	Buy	56,865 +3,201	+6%	+$92.5K	0.62%	23
2024 Q4	$1.54M	Buy	53,664 +7,391	+16%	+$214K	0.36%	36
2024 Q3	$1.36M	Buy	46,273 +1,823	+4%	+$52.7K	0.33%	38
2024 Q2	$1.26M	Sell	44,450 -987	-2%	-$28.1K	0.34%	34
2024 Q1	$1.32M	Sell	45,437 -134,429	-75%	-$3.88M	0.33%	38
2023 Q4	$5.18M	Sell	179,866 -159,774	-47%	-$4.41M	1.48%	23
2023 Q3	$9.19M	Buy	+339,640	New	+$9.35M	4.49%	9
2022 Q1	–	Sell	-811,790	Closed	-$24.5M	–	27
2021 Q4	$24.5M	Buy	811,790 +73,563	+10%	+$2.42M	7.81%	6
2021 Q3	$24.4M	Sell	738,227 -359	-0%	-$11.9K	8.27%	5
2021 Q2	$24.3M	Buy	738,586 +17,460	+2%	+$563K	10.38%	5
2021 Q1	$23M	Buy	721,126 +12,395	+2%	+$398K	10.46%	4
2020 Q4	$22.8M	Buy	+708,731	New	+$21.9M	8.77%	4

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

Financial Services Advisory's ANGL Position: Q2 2026 in Review

Financial Services Advisory opened a new position in VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2026: 330,056 shares worth $9.65M. The stake represents 2.42% of the portfolio and ranks #14 among its holdings. This is a return to the name: Financial Services Advisory previously reported a position in ANGL as recently as Q1 2025.

Financial Services Advisory first reported a position in ANGL in Q4 2020 and has held it in 13 quarters since. The position peaked at $24.5M in Q4 2021. 331 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Financial Services Advisory held 330,056 shares of VanEck Fallen Angel High Yield Bond ETF worth $9.65M as of Q2 2026.
VanEck Fallen Angel High Yield Bond ETF was a new Financial Services Advisory position in Q2 2026.
VanEck Fallen Angel High Yield Bond ETF made up 2.42% of Financial Services Advisory's portfolio in Q2 2026, its #14 holding.
Financial Services Advisory first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and has held it in 13 quarters since.
Financial Services Advisory's VanEck Fallen Angel High Yield Bond ETF position peaked at $24.5M in Q4 2021.
331 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.