BFC Planning, Inc.’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

BFC Planning, Inc.’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	$160K	Sell	5,475 -4,399	-45%	-$128K	0.01%	1022
2026 Q1	$284K	Sell	9,874 -1	-0%	-$29	0.01%	752
2025 Q4	$290K	Hold	9,875	–	–	0.01%	730
2025 Q3	$294K	Buy	9,875 +700	+8%	+$20.5K	0.02%	539
2025 Q2	$269K	Buy	9,175 +1	+0%	+$28	0.02%	521
2025 Q1	$265K	Hold	9,174	–	–	0.02%	511
2024 Q4	$263K	Buy	+9,174	New	+$266K	0.02%	512

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 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 $200B AUM 38.1% 1-Year Est. Return

BFC Planning, Inc.'s ANGL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 45% in Q2 2026, selling an estimated $128K and leaving 5,475 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #1022.

BFC Planning, Inc. first reported a position in ANGL in Q4 2024 and has held it in 7 quarters since. The position peaked at $294K in Q3 2025. 337 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

BFC Planning, Inc. held 5,475 shares of VanEck Fallen Angel High Yield Bond ETF worth $160K as of Q2 2026.
BFC Planning, Inc. sold 4,399 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $128K.
VanEck Fallen Angel High Yield Bond ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1022 holding.
BFC Planning, Inc. first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s VanEck Fallen Angel High Yield Bond ETF position peaked at $294K in Q3 2025.
337 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.