Howard Financial Services
ANGL icon

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

Howard Financial Services’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
Q3 		$19.7M Buy
708,506
+32,933
+5% +$949K 2.06% 15
2026
Q2 		$19.8M Buy
675,573
+6,397
+1% +$186K 2.13% 15
2026
Q1 		$19.2M Buy
669,176
+53,633
+9% +$1.57M 2.16% 16
2025
Q4 		$18.1M Buy
615,543
+28,212
+5% +$830K 2.11% 15
2025
Q3 		$17.5M Buy
587,331
+34,451
+6% +$1.01M 2.14% 14
2025
Q2 		$16.2M Buy
552,880
+33,331
+6% +$948K 2.13% 14
2025
Q1 		$15M Buy
519,549
+104,322
+25% +$3.02M 2.04% 14
2024
Q4 		$11.9M Buy
415,227
+104,475
+34% +$3.03M 1.62% 18
2024
Q3 		$9.14M Buy
310,752
+66,309
+27% +$1.92M 1.32% 21
2024
Q2 		$6.92M Buy
244,443
+91,600
+60% +$2.61M 1.13% 24
2024
Q1 		$4.44M Buy
152,843
+39,956
+35% +$1.15M 0.76% 27
2023
Q4 		$3.25M Sell
112,887
-24,722
-18% -$682K 0.63% 30
2023
Q3 		$3.72M Buy
137,609
+28,648
+26% +$789K 0.85% 25
2023
Q2 		$3.03M Buy
108,961
+5,144
+5% +$142K 0.72% 26
2023
Q1 		$2.91M Sell
103,817
-2,462
-2% -$68K 0.71% 27
2022
Q4 		$2.87M Buy
106,279
+48,255
+83% +$1.3M 0.75% 26
2022
Q3 		$1.52M Buy
+58,024
New +$1.6M 0.49% 32

Other funds holding ANGL

Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Melone Private Wealth
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Plan Group Financial
Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return
Atlantic Edge Private Wealth Management
Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

Howard Financial Services's ANGL Position: Q3 2026 in Review

Howard Financial Services increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 4.9% in Q3 2026, buying an estimated $949K and bringing the position to 708,506 shares worth $19.7M. The position accounts for 2.06% of the portfolio, ranked #15.

Howard Financial Services first reported a position in ANGL in Q3 2022 and has held it in 17 quarters since. The position peaked at $19.8M in Q2 2026. 103 funds tracked by Wall St. Rank hold ANGL as of Q3 2026.

  • Howard Financial Services held 708,506 shares of VanEck Fallen Angel High Yield Bond ETF worth $19.7M as of Q3 2026.
  • Howard Financial Services bought 32,933 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2026, an estimated $949K.
  • VanEck Fallen Angel High Yield Bond ETF made up 2.06% of Howard Financial Services's portfolio in Q3 2026, its #15 holding.
  • Howard Financial Services first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • Howard Financial Services's VanEck Fallen Angel High Yield Bond ETF position peaked at $19.8M in Q2 2026.
  • 103 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.