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 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

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

Lido Advisors's ANGL Position: Q1 2026 in Review

Lido Advisors reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 24% in Q1 2026, selling an estimated $1.26M and leaving 136,841 shares worth $3.93M. The position accounts for 0.01% of the portfolio, ranked #511.

Lido Advisors first reported a position in ANGL in Q1 2021 and has held it in 14 quarters since. The position peaked at $21.5M in Q2 2023. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Lido Advisors held 136,841 shares of VanEck Fallen Angel High Yield Bond ETF worth $3.93M as of Q1 2026.
Lido Advisors sold 43,116 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $1.26M.
VanEck Fallen Angel High Yield Bond ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #511 holding.
Lido Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2021 and has held it in 14 quarters since.
Lido Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $21.5M in Q2 2023.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.