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M Holdings Securities’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

M Holdings Securities’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
Q4 		– Sell
-16,465
Closed -$490K – 297
2025
Q3 		$490K Sell
16,465
-180,436
-92% -$5.28M 0.1% 77
2025
Q2 		$5.76M Buy
196,901
+11,503
+6% +$327K 0.99% 28
2025
Q1 		$5.35M Buy
185,398
+10,355
+6% +$299K 0.89% 26
2024
Q4 		$5.02M Sell
175,043
-466
-0.3% -$13.5K 0.81% 31
2024
Q3 		$5.16M Buy
175,509
+11,810
+7% +$341K 1.3% 20
2024
Q2 		$4.63M Buy
163,699
+7,327
+5% +$209K 0.6% 31
2024
Q1 		$4.54M Sell
156,372
-5,027
-3% -$145K 0.76% 29
2023
Q4 		$4.64M Buy
161,399
+8,292
+5% +$229K 0.52% 41
2023
Q3 		$4.14M Buy
153,107
+143,180
+1,442% +$3.94M 0.55% 38
2023
Q2 		$276K Sell
9,927
-146,576
-94% -$4.03M 0.06% 153
2023
Q1 		$4.38M Buy
156,503
+332
+0.2% +$9.16K 0.45% 39
2022
Q4 		$4.22M Sell
156,171
-451
-0.3% -$12.1K 0.44% 45
2022
Q3 		$4.11M Sell
156,622
-22,126
-12% -$612K 0.45% 45
2022
Q2 		$4.83M Sell
178,748
-69,918
-28% -$1.99M 0.49% 44
2022
Q1 		$7.56M Buy
+248,666
New +$7.73M 0.57% 38
2021
Q2 		$6.52M Buy
198,135
+32,636
+20% +$1.05M 0.64% 34
2021
Q1 		$5.28M Buy
165,499
+15,993
+11% +$513K 0.48% 46
2020
Q4 		$4.8M Buy
149,506
+7,896
+6% +$244K 0.61% 36
2020
Q3 		$4.21M Buy
141,610
+15,038
+12% +$451K 0.67% 34
2020
Q2 		$3.63M Buy
126,572
+106,147
+520% +$2.92M 0.65% 37
2020
Q1 		$517K Buy
+20,425
New +$584K 0.08% 188
2018
Q1 		– Sell
-6,760
Closed -$202K – 318
2017
Q4 		$202K Hold
6,760
– – 0.06% 299
2017
Q3 		$205K Hold
6,760
– – 0.06% 295
2017
Q2 		$200K Buy
+6,760
New +$200K 0.07% 283

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
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

M Holdings Securities's ANGL Position: Q4 2025 in Review

M Holdings Securities sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2025, closing a stake of 16,465 shares — an estimated $490K sold.

M Holdings Securities first reported a position in ANGL in Q2 2017 and held it in 24 quarters. The position peaked at $7.56M in Q1 2022. 344 funds tracked by Wall St. Rank hold ANGL as of Q4 2025.

  • M Holdings Securities reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • M Holdings Securities sold 16,465 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2025, an estimated $490K.
  • M Holdings Securities first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2017 and held it in 24 quarters.
  • M Holdings Securities's VanEck Fallen Angel High Yield Bond ETF position peaked at $7.56M in Q1 2022.
  • 344 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2025.

Based on M Holdings Securities's 13F filing for Q4 2025, filed 11 Feb 2026.