Lido Advisors
ANGL icon

Lido Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Lido Advisors’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 		$1.86M Sell
66,897
-2,423
-3% -$69.8K ﹤0.01% 826
2026
Q2 		$2.03M Sell
69,320
-67,521
-49% -$1.97M 0.01% 793
2026
Q1 		$3.93M Sell
136,841
-43,116
-24% -$1.26M 0.01% 511
2025
Q4 		$5.35M Buy
179,957
+1
+0% +$29 0.02% 449
2025
Q3 		$5.35M Sell
179,956
-3,533
-2% -$103K 0.02% 432
2025
Q2 		$5.37M Sell
183,489
-307,165
-63% -$8.74M 0.02% 356
2025
Q1 		$14.2M Buy
490,654
+271,062
+123% +$7.83M 0.06% 188
2024
Q4 		$6.3M Sell
219,592
-92,867
-30% -$2.69M 0.03% 287
2024
Q3 		$9.19M Sell
312,459
-124,364
-28% -$3.59M 0.05% 213
2024
Q2 		$12.4M Sell
436,823
-50,666
-10% -$1.44M 0.07% 150
2024
Q1 		$14.1M Sell
487,489
-76,017
-13% -$2.19M 0.08% 132
2023
Q4 		$16.2M Sell
563,506
-136,396
-19% -$3.76M 0.11% 99
2023
Q3 		$18.9M Sell
699,902
-75,478
-10% -$2.08M 0.14% 74
2023
Q2 		$21.5M Buy
775,380
+10,626
+1% +$292K 0.15% 68
2023
Q1 		$21.4M Buy
+764,754
New +$21.1M 0.21% 60
2021
Q2 		– Sell
-6,275
Closed -$200K – 907
2021
Q1 		$200K Buy
+6,275
New +$201K ﹤0.01% 810

Other funds holding ANGL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors's ANGL Position: Q3 2026 in Review

Lido Advisors reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 3.5% in Q3 2026, selling an estimated $69.8K and leaving 66,897 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Lido Advisors first reported a position in ANGL in Q1 2021 and has held it in 16 quarters since. The position peaked at $21.5M in Q2 2023. 229 funds tracked by Wall St. Rank hold ANGL as of Q3 2026.

  • Lido Advisors held 66,897 shares of VanEck Fallen Angel High Yield Bond ETF worth $1.86M as of Q3 2026.
  • Lido Advisors sold 2,423 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2026, an estimated $69.8K.
  • VanEck Fallen Angel High Yield Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #826 holding.
  • Lido Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2021 and has held it in 16 quarters since.
  • Lido Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $21.5M in Q2 2023.
  • 229 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.