McAlister Sweet & Associates’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

McAlister Sweet & Associates’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 Q2	$550K	Hold	18,819	–	–	0.29%	25
2026 Q1	$540K	Buy	18,819 +3,768	+25%	+$111K	0.34%	24
2025 Q4	$442K	Hold	15,051	–	–	0.34%	18
2025 Q3	$447K	Buy	15,051 +3,400	+29%	+$99.6K	0.3%	19
2025 Q2	$341K	Sell	11,651 -200	-2%	-$5.69K	0.3%	21
2025 Q1	$342K	Buy	11,851 +200	+2%	+$5.78K	0.26%	22
2024 Q4	$334K	Hold	11,651	–	–	0.24%	18
2024 Q3	$343K	Hold	11,651	–	–	0.28%	23
2024 Q2	$330K	Sell	11,651 -7	-0.1%	-$200	0.24%	25
2024 Q1	$338K	Buy	11,658 +700	+6%	+$20.2K	0.27%	26
2023 Q4	$315K	Hold	10,958	–	–	0.29%	27
2023 Q3	$297K	Buy	10,958 +2,025	+23%	+$55.8K	0.25%	27
2023 Q2	$248K	Buy	8,933 +1,700	+24%	+$46.8K	0.21%	28
2023 Q1	$203K	Buy	+7,233	New	+$200K	0.22%	25

Other funds holding ANGL

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

PFO

Pioneer Family Office North Miami Beach, Florida $194M AUM

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

McAlister Sweet & Associates's ANGL Position: Q2 2026 in Review

McAlister Sweet & Associates held its VanEck Fallen Angel High Yield Bond ETF (ANGL) position steady in Q2 2026 at 18,819 shares worth $550K. The position accounts for 0.29% of the portfolio, ranked #25.

McAlister Sweet & Associates first reported a position in ANGL in Q1 2023 and has held it in 14 quarters since. 131 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

McAlister Sweet & Associates held 18,819 shares of VanEck Fallen Angel High Yield Bond ETF worth $550K as of Q2 2026.
McAlister Sweet & Associates left its VanEck Fallen Angel High Yield Bond ETF share count unchanged in Q2 2026.
VanEck Fallen Angel High Yield Bond ETF made up 0.29% of McAlister Sweet & Associates's portfolio in Q2 2026, its #25 holding.
McAlister Sweet & Associates first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2023 and has held it in 14 quarters since.
131 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on McAlister Sweet & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.