Marshall Financial Group (Maryland)’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Marshall Financial Group (Maryland)’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
2026 Q1	–	Sell	-8,517	Closed	-$250K	–	296
2025 Q4	$250K	Sell	8,517 -1,241	-13%	-$36.5K	0.05%	253
2025 Q3	$290K	Sell	9,758 -31	-0.3%	-$908	0.06%	214
2025 Q2	$284K	Sell	9,789 -893	-8%	-$25.4K	0.06%	214
2025 Q1	$308K	Sell	10,682 -555	-5%	-$16K	0.07%	191
2024 Q4	$322K	Buy	11,237 +93	+0.8%	+$2.7K	0.08%	175
2024 Q3	$328K	Buy	+11,144	New	+$322K	0.08%	173
2022 Q1	–	Sell	-222,134	Closed	-$7.32M	–	205
2021 Q4	$7.32M	Buy	222,134 +47,463	+27%	+$1.56M	2.7%	5
2021 Q3	$5.77M	Buy	174,671 +15,322	+10%	+$507K	2.99%	5
2021 Q2	$5.24M	Buy	159,349 +11,148	+8%	+$360K	2.83%	4
2021 Q1	$4.73M	Buy	148,201 +2,958	+2%	+$94.9K	2.83%	4
2020 Q4	$4.66M	Buy	+145,243	New	+$4.49M	3.04%	4

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

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

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Marshall Financial Group (Maryland)'s ANGL Position: Q1 2026 in Review

Marshall Financial Group (Maryland) sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2026, closing a stake of 8,517 shares — an estimated $250K sold.

Marshall Financial Group (Maryland) first reported a position in ANGL in Q4 2020 and held it in 11 quarters. The position peaked at $7.32M in Q4 2021. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Marshall Financial Group (Maryland) reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 8,517 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $250K.
Marshall Financial Group (Maryland) first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and held it in 11 quarters.
Marshall Financial Group (Maryland)'s VanEck Fallen Angel High Yield Bond ETF position peaked at $7.32M in Q4 2021.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.