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

Lion Street 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
2025 Q3	$526K	Buy	+15,912	New	+$466K	0.18%	106
2023 Q3	–	Sell	-16,714	Closed	-$553K	–	248
2023 Q2	$553K	Buy	+16,714	New	+$460K	0.19%	104
2023 Q1	–	Sell	-15,764	Closed	-$521K	–	239
2022 Q4	$521K	Buy	+15,764	New	+$423K	0.27%	59
2022 Q3	–	Sell	-15,764	Closed	-$522K	–	129
2022 Q2	$522K	Sell	15,764 -954	-6%	-$27.2K	0.27%	59
2022 Q1	$506K	Buy	16,718 +954	+6%	+$29.7K	0.26%	64
2021 Q4	$520K	Hold	15,764	–	–	0.25%	60
2021 Q3	$522K	Buy	+15,764	New	+$522K	0.28%	59

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

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

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

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

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

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

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

SFBLI

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

Lion Street Advisors's ANGL Position: Q3 2025 in Review

Lion Street Advisors opened a new position in VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2025: 15,912 shares worth $526K. The stake represents 0.18% of the portfolio and ranks #106 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in ANGL as recently as Q2 2023.

Lion Street Advisors first reported a position in ANGL in Q3 2021 and has held it in 7 quarters since. The position peaked at $553K in Q2 2023. 322 funds tracked by Wall St. Rank hold ANGL as of Q3 2025.

Lion Street Advisors held 15,912 shares of VanEck Fallen Angel High Yield Bond ETF worth $526K as of Q3 2025.
VanEck Fallen Angel High Yield Bond ETF was a new Lion Street Advisors position in Q3 2025.
VanEck Fallen Angel High Yield Bond ETF made up 0.18% of Lion Street Advisors's portfolio in Q3 2025, its #106 holding.
Lion Street Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2021 and has held it in 7 quarters since.
Lion Street Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $553K in Q2 2023.
322 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.