Foundations Investment Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Foundations Investment 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	–	Sell	-8,104	Closed	-$238K	–	1164
2025 Q4	$238K	Buy	8,104 +42	+0.5%	+$1.24K	﹤0.01%	987
2025 Q3	$240K	Sell	8,062 -1,698	-17%	-$49.7K	﹤0.01%	936
2025 Q2	$286K	Sell	9,760 -38,086	-80%	-$1.08M	﹤0.01%	758
2025 Q1	$1.38M	Buy	47,846 +35,133	+276%	+$1.02M	0.03%	348
2024 Q4	$364K	Sell	12,713 -881	-6%	-$25.6K	0.01%	608
2024 Q3	$400K	Buy	13,594 +2,117	+18%	+$61.2K	0.01%	567
2024 Q2	$325K	Sell	11,477 -859	-7%	-$24.5K	0.01%	588
2024 Q1	$358K	Sell	12,336 -1,843	-13%	-$53.1K	0.01%	539
2023 Q4	$411K	Sell	14,179 -2,560	-15%	-$70.6K	0.01%	482
2023 Q3	$453K	Sell	16,739 -1,329	-7%	-$36.6K	0.01%	411
2023 Q2	$502K	Buy	18,068 +4,012	+29%	+$110K	0.02%	361
2023 Q1	$394K	Buy	14,056 +3,768	+37%	+$104K	0.01%	359
2022 Q4	$278K	Buy	+10,288	New	+$276K	0.01%	355

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

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

Cerity Partners New York $82.7B AUM 28.53% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Foundations Investment Advisors's ANGL Position: Q1 2026 in Review

Foundations Investment Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2026, closing a stake of 8,104 shares — an estimated $238K sold.

Foundations Investment Advisors first reported a position in ANGL in Q4 2022 and held it in 13 quarters. The position peaked at $1.38M in Q1 2025. 316 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Foundations Investment Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
Foundations Investment Advisors sold 8,104 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $238K.
Foundations Investment Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2022 and held it in 13 quarters.
Foundations Investment Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.38M in Q1 2025.
316 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.