LifeWealth Investments’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

LifeWealth Investments’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	–	Sell	-10,460	Closed	-$307K	–	143
2025 Q4	$307K	Sell	10,460 -186	-2%	-$5.47K	0.1%	116
2025 Q3	$316K	Buy	10,646 +139	+1%	+$4.07K	0.1%	106
2025 Q2	$308K	Buy	10,507 +2,322	+28%	+$66.1K	0.11%	112
2025 Q1	$236K	Buy	+8,185	New	+$237K	0.11%	117

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

LifeWealth Investments's ANGL Position: Q1 2026 in Review

LifeWealth Investments sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2026, closing a stake of 10,460 shares — an estimated $307K sold.

LifeWealth Investments first reported a position in ANGL in Q1 2025 and held it in 4 quarters. The position peaked at $316K in Q3 2025. 316 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

LifeWealth Investments reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
LifeWealth Investments sold 10,460 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $307K.
LifeWealth Investments first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2025 and held it in 4 quarters.
LifeWealth Investments's VanEck Fallen Angel High Yield Bond ETF position peaked at $316K in Q3 2025.
316 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on LifeWealth Investments's 13F filing for Q1 2026, filed 21 Apr 2026.