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

Lowe Wealth 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	$62.4K	Sell	2,100 -220	-9%	-$6.44K	0.02%	129
2025 Q2	$67.9K	Hold	2,320	–	–	0.03%	119
2025 Q1	$67K	Sell	2,320 -200	-8%	-$5.78K	0.03%	111
2024 Q4	$72.2K	Buy	2,520 +1,804	+252%	+$52.3K	0.03%	105
2024 Q3	$21.1K	Buy	+716	New	+$20.7K	0.01%	165
2023 Q3	–	Sell	-190	Closed	-$5.28K	–	307
2023 Q2	$5.28K	Hold	190	–	–	﹤0.01%	263
2023 Q1	$5.32K	Hold	190	–	–	﹤0.01%	247
2022 Q4	$5.13K	Hold	190	–	–	﹤0.01%	257
2022 Q3	$5K	Hold	190	–	–	﹤0.01%	234
2022 Q2	$5K	Sell	190 -60	-24%	-$1.71K	﹤0.01%	228
2022 Q1	$8K	Sell	250 -40,190	-99%	-$1.25M	﹤0.01%	211
2021 Q4	$1.33M	Sell	40,440 -1,890	-4%	-$62.2K	0.59%	22
2021 Q3	$1.4M	Sell	42,330 -1,950	-4%	-$64.5K	0.66%	17
2021 Q2	$1.46M	Sell	44,280 -5,820	-12%	-$188K	0.7%	15
2021 Q1	$1.6M	Sell	50,100 -7,235	-13%	-$232K	0.8%	16
2020 Q4	$1.84M	Buy	57,335 +13,190	+30%	+$408K	0.93%	14
2020 Q3	$1.31M	Buy	44,145 +16,230	+58%	+$487K	0.73%	16
2020 Q2	$801K	Buy	+27,915	New	+$768K	0.47%	17

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

Lowe Wealth Advisors's ANGL Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 9.5% in Q3 2025, selling an estimated $6.44K and leaving 2,100 shares worth $62.4K. The position accounts for 0.02% of the portfolio, ranked #129.

Lowe Wealth Advisors first reported a position in ANGL in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.84M in Q4 2020. 321 funds tracked by Wall St. Rank hold ANGL as of Q3 2025.

Lowe Wealth Advisors held 2,100 shares of VanEck Fallen Angel High Yield Bond ETF worth $62.4K as of Q3 2025.
Lowe Wealth Advisors sold 220 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2025, an estimated $6.44K.
VanEck Fallen Angel High Yield Bond ETF made up 0.02% of Lowe Wealth Advisors's portfolio in Q3 2025, its #129 holding.
Lowe Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2020 and has held it in 18 quarters since.
Lowe Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.84M in Q4 2020.
321 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.