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

Gries Financial’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 Q1	–	Sell	-29,562	Closed	-$848K	–	278
2024 Q4	$848K	Sell	29,562 -41,623	-58%	-$1.21M	0.15%	131
2024 Q3	$2.09M	Buy	71,185 +20,464	+40%	+$592K	0.39%	60
2024 Q2	$1.44M	Sell	50,721 -48,592	-49%	-$1.39M	0.3%	88
2024 Q1	$2.88M	Buy	+99,313	New	+$2.86M	0.48%	46

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Gries Financial's ANGL Position: Q1 2025 in Review

Gries Financial sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2025, closing a stake of 29,562 shares — an estimated $848K sold.

Gries Financial first reported a position in ANGL in Q1 2024 and held it in 4 quarters. The position peaked at $2.88M in Q1 2024. 344 funds tracked by Wall St. Rank hold ANGL as of Q1 2025.

Gries Financial reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Gries Financial sold 29,562 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2025, an estimated $848K.
Gries Financial first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2024 and held it in 4 quarters.
Gries Financial's VanEck Fallen Angel High Yield Bond ETF position peaked at $2.88M in Q1 2024.
344 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2025.

Based on Gries Financial's 13F filing for Q1 2025, filed 5 May 2025.