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

Kaizen Financial Strategies’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 		$447K Buy
15,357
+591
+4% +$17.2K 0.15% 107
2026
Q1 		$432K Buy
14,766
+642
+5% +$18.8K 0.18% 98
2025
Q4 		$415K Sell
14,124
-13
-0.1% -$383 0.18% 98
2025
Q3 		$413K Buy
14,137
+1,154
+9% +$33.8K 0.19% 95
2025
Q2 		$380K Buy
12,983
+6,033
+87% +$172K 0.19% 96
2025
Q1 		$201K Buy
+6,950
New +$201K 0.12% 134
2024
Q4 		– Sell
-7,450
Closed -$219K – 134
2024
Q3 		$219K Hold
7,450
– – 0.13% 122
2024
Q2 		$214K Hold
7,450
– – 0.13% 121
2024
Q1 		$216K Hold
7,450
– – 0.15% 112
2023
Q4 		$214K Sell
7,450
-600
-7% -$16.5K 0.16% 107
2023
Q3 		$218K Hold
8,050
– – 0.18% 98
2023
Q2 		$224K Hold
8,050
– – 0.19% 101
2023
Q1 		$226K Hold
8,050
– – 0.22% 90
2022
Q4 		$226K Sell
8,050
-100
-1% -$2.69K 0.22% 105
2022
Q3 		$214K Hold
8,150
– – 0.22% 104
2022
Q2 		$220K Sell
8,150
-2,200
-21% -$62.6K 0.22% 110
2022
Q1 		$315K Buy
10,350
+3,100
+43% +$96.4K 0.25% 96
2021
Q4 		$239K Buy
7,250
+200
+3% +$6.58K 0.18% 121
2021
Q3 		$233K Buy
+7,050
New +$233K 0.19% 125

Other funds holding ANGL

SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PFO
Pioneer Family Office North Miami Beach, Florida $194M AUM
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Kaizen Financial Strategies's ANGL Position: Q2 2026 in Review

Kaizen Financial Strategies increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 4% in Q2 2026, buying an estimated $17.2K and bringing the position to 15,357 shares worth $447K. The position accounts for 0.15% of the portfolio, ranked #107.

Kaizen Financial Strategies first reported a position in ANGL in Q3 2021 and has held it in 19 quarters since. 134 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

  • Kaizen Financial Strategies held 15,357 shares of VanEck Fallen Angel High Yield Bond ETF worth $447K as of Q2 2026.
  • Kaizen Financial Strategies bought 591 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $17.2K.
  • VanEck Fallen Angel High Yield Bond ETF made up 0.15% of Kaizen Financial Strategies's portfolio in Q2 2026, its #107 holding.
  • Kaizen Financial Strategies first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • 134 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.