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

LPF 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
Q1 		$3.1M Buy
107,454
+9,474
+10% +$274K 2.54% 10
2024
Q4 		$2.81M Buy
97,980
+7,455
+8% +$216K 2.35% 11
2024
Q3 		$2.66M Buy
90,525
+2,457
+3% +$71K 2.28% 11
2024
Q2 		$2.49M Buy
88,068
+2,720
+3% +$77.6K 2.3% 11
2024
Q1 		$2.48M Sell
85,348
-3,004
-3% -$86.6K 2.48% 10
2023
Q4 		$2.54M Buy
+88,352
New +$2.44M 2.7% 10

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

LPF Advisors's ANGL Position: Q1 2025 in Review

LPF Advisors increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 9.7% in Q1 2025, buying an estimated $274K and bringing the position to 107,454 shares worth $3.1M. The position accounts for 2.54% of the portfolio, ranked #10.

LPF Advisors first reported a position in ANGL in Q4 2023 and has held it in 6 quarters since. 345 funds tracked by Wall St. Rank hold ANGL as of Q1 2025.

  • LPF Advisors held 107,454 shares of VanEck Fallen Angel High Yield Bond ETF worth $3.1M as of Q1 2025.
  • LPF Advisors bought 9,474 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2025, an estimated $274K.
  • VanEck Fallen Angel High Yield Bond ETF made up 2.54% of LPF Advisors's portfolio in Q1 2025, its #10 holding.
  • LPF Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • 345 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.