Level Four Advisory Services’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Level Four Advisory 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 Q1	$502K	Sell	17,472 -2,714	-13%	-$79.6K	0.02%	587
2025 Q4	$593K	Buy	20,186 +3,125	+18%	+$92K	0.02%	527
2025 Q3	$507K	Buy	17,061 +4,060	+31%	+$119K	0.02%	554
2025 Q2	$381K	Buy	13,001 +575	+5%	+$16.4K	0.01%	586
2025 Q1	$359K	Buy	12,426 +3,635	+41%	+$105K	0.01%	572
2024 Q4	$252K	Buy	8,791 +1,730	+25%	+$50.2K	0.01%	668
2024 Q3	$204K	Buy	+7,061	New	+$204K	0.01%	726
2021 Q3	–	Sell	-6,229	Closed	-$205K	–	469
2021 Q2	$205K	Sell	6,229 -413	-6%	-$13.3K	0.01%	622
2021 Q1	$212K	Buy	+6,642	New	+$213K	0.02%	599

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

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Level Four Advisory Services's ANGL Position: Q1 2026 in Review

Level Four Advisory Services reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 13% in Q1 2026, selling an estimated $79.6K and leaving 17,472 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #587.

Level Four Advisory Services first reported a position in ANGL in Q1 2021 and has held it in 9 quarters since. The position peaked at $593K in Q4 2025. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Level Four Advisory Services held 17,472 shares of VanEck Fallen Angel High Yield Bond ETF worth $502K as of Q1 2026.
Level Four Advisory Services sold 2,714 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $79.6K.
VanEck Fallen Angel High Yield Bond ETF made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #587 holding.
Level Four Advisory Services first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2021 and has held it in 9 quarters since.
Level Four Advisory Services's VanEck Fallen Angel High Yield Bond ETF position peaked at $593K in Q4 2025.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.