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Integrated Wealth Concepts’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Integrated Wealth Concepts’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 		$22.6M Buy
787,026
+760,132
+2,826% +$22.3M 0.18% 115
2025
Q4 		$790K Sell
26,894
-711,664
-96% -$20.9M 0.01% 881
2025
Q3 		$22M Buy
738,558
+352,445
+91% +$10.3M 0.2% 111
2025
Q2 		$11.3M Buy
386,113
+1,556
+0.4% +$44.3K 0.11% 168
2025
Q1 		$11.1M Sell
384,557
-443,070
-54% -$12.8M 0.13% 154
2024
Q4 		$23.7M Buy
827,627
+24,950
+3% +$724K 0.28% 83
2024
Q3 		$23.6M Buy
802,677
+282,668
+54% +$8.17M 0.29% 76
2024
Q2 		$14.7M Buy
520,009
+27,462
+6% +$783K 0.2% 112
2024
Q1 		$14.3M Buy
492,547
+8,632
+2% +$249K 0.21% 119
2023
Q4 		$13.9M Sell
483,915
-34,225
-7% -$944K 0.23% 103
2023
Q3 		$14M Sell
518,140
-3,247
-0.6% -$89.4K 0.25% 101
2023
Q2 		$14.5M Buy
521,387
+332,965
+177% +$9.17M 0.25% 101
2023
Q1 		$5.28M Buy
188,422
+49,111
+35% +$1.36M 0.11% 190
2022
Q4 		$3.76M Sell
139,311
-45,303
-25% -$1.22M 0.1% 195
2022
Q3 		$4.84M Buy
184,614
+18,606
+11% +$514K 0.15% 139
2022
Q2 		$4.49M Buy
+166,008
New +$4.73M 0.14% 151

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Integrated Wealth Concepts's ANGL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 2,826% in Q1 2026, buying an estimated $22.3M and bringing the position to 787,026 shares worth $22.6M. The position accounts for 0.18% of the portfolio, ranked #115.

Integrated Wealth Concepts first reported a position in ANGL in Q2 2022 and has held it in 16 quarters since. The position peaked at $23.7M in Q4 2024. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

  • Integrated Wealth Concepts held 787,026 shares of VanEck Fallen Angel High Yield Bond ETF worth $22.6M as of Q1 2026.
  • Integrated Wealth Concepts bought 760,132 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $22.3M.
  • VanEck Fallen Angel High Yield Bond ETF made up 0.18% of Integrated Wealth Concepts's portfolio in Q1 2026, its #115 holding.
  • Integrated Wealth Concepts first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Integrated Wealth Concepts's VanEck Fallen Angel High Yield Bond ETF position peaked at $23.7M in Q4 2024.
  • 314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.