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Lokken Investment Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Lokken Investment Group’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
Q1 		– Sell
-8,332
Closed -$239K – 135
2024
Q4 		$239K Sell
8,332
-16,711
-67% -$485K 0.1% 117
2024
Q3 		$737K Sell
25,043
-3,413
-12% -$98.7K 0.31% 73
2024
Q2 		$805K Sell
28,456
-5,502
-16% -$157K 0.38% 69
2024
Q1 		$985K Buy
33,958
+7,706
+29% +$222K 0.49% 53
2023
Q4 		$756K Buy
26,252
+6,038
+30% +$167K 0.43% 62
2023
Q3 		$547K Sell
20,214
-3,870
-16% -$107K 0.36% 67
2023
Q2 		$669K Buy
24,084
+8,028
+50% +$221K 0.44% 57
2023
Q1 		$450K Buy
+16,056
New +$443K 0.34% 70
2022
Q2 		– Sell
-139,588
Closed -$4M – 116
2022
Q1 		$4M Buy
139,588
+81,535
+140% +$2.53M 3.17% 7
2021
Q4 		$1.91M Buy
58,053
+205
+0.4% +$6.75K 1.37% 19
2021
Q3 		$1.91M Buy
57,848
+7,673
+15% +$254K 1.52% 17
2021
Q2 		$1.65M Buy
50,175
+2,375
+5% +$76.6K 1.34% 20
2021
Q1 		$1.53M Buy
+47,800
New +$1.53M 1.35% 20

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lokken Investment Group's ANGL Position: Q1 2025 in Review

Lokken Investment Group sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2025, closing a stake of 8,332 shares — an estimated $239K sold.

Lokken Investment Group first reported a position in ANGL in Q1 2021 and held it in 13 quarters. The position peaked at $4M in Q1 2022. 344 funds tracked by Wall St. Rank hold ANGL as of Q1 2025.

  • Lokken Investment Group reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Lokken Investment Group sold 8,332 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2025, an estimated $239K.
  • Lokken Investment Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2021 and held it in 13 quarters.
  • Lokken Investment Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $4M in Q1 2022.
  • 344 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2025.

Based on Lokken Investment Group's 13F filing for Q1 2025, filed 2 May 2025.