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

Lifeworks 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	–	Sell	-22,665	Closed	-$666K	–	301
2025 Q4	$666K	Sell	22,665 -381	-2%	-$11.2K	0.09%	184
2025 Q3	$685K	Sell	23,046 -537	-2%	-$15.7K	0.09%	171
2025 Q2	$691K	Sell	23,583 -961	-4%	-$27.3K	0.1%	160
2025 Q1	$708K	Buy	+24,544	New	+$709K	0.12%	152

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 $1.05B AUM 16.69% 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

Lifeworks Advisors's ANGL Position: Q1 2026 in Review

Lifeworks Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2026, closing a stake of 22,665 shares — an estimated $666K sold.

Lifeworks Advisors first reported a position in ANGL in Q1 2025 and held it in 4 quarters. The position peaked at $708K in Q1 2025. 315 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Lifeworks Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
Lifeworks Advisors sold 22,665 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $666K.
Lifeworks Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2025 and held it in 4 quarters.
Lifeworks Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $708K in Q1 2025.
315 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.