Landmark Wealth Management (Illinois)’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Landmark Wealth Management (Illinois)’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 Q2	–	Sell	-36,270	Closed	-$1.05M	–	45
2025 Q1	$1.05M	Sell	36,270 -110,051	-75%	-$3.18M	0.5%	31
2024 Q4	$4.2M	Sell	146,321 -12,934	-8%	-$375K	2.04%	16
2024 Q3	$4.68M	Buy	159,255 +4,488	+3%	+$130K	2.33%	14
2024 Q2	$4.38M	Buy	+154,767	New	+$4.41M	2.41%	13

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

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

KAM

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

Landmark Wealth Management (Illinois)'s ANGL Position: Q2 2025 in Review

Landmark Wealth Management (Illinois) sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2025, closing a stake of 36,270 shares — an estimated $1.05M sold.

Landmark Wealth Management (Illinois) first reported a position in ANGL in Q2 2024 and held it in 4 quarters. The position peaked at $4.68M in Q3 2024. 330 funds tracked by Wall St. Rank hold ANGL as of Q2 2025.

Landmark Wealth Management (Illinois) reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Landmark Wealth Management (Illinois) sold 36,270 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2025, an estimated $1.05M.
Landmark Wealth Management (Illinois) first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2024 and held it in 4 quarters.
Landmark Wealth Management (Illinois)'s VanEck Fallen Angel High Yield Bond ETF position peaked at $4.68M in Q3 2024.
330 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2025.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 5 Aug 2025.