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McKinley Carter Wealth Services’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

McKinley Carter Wealth Services’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 		$390K Sell
13,576
-963
-7% -$28.2K 0.02% 234
2025
Q4 		$427K Sell
14,539
-1,729
-11% -$50.9K 0.02% 235
2025
Q3 		$484K Sell
16,268
-2,097
-11% -$61.4K 0.03% 226
2025
Q2 		$538K Sell
18,365
-503
-3% -$14.3K 0.03% 208
2025
Q1 		$545K Sell
18,868
-3,188
-14% -$92.1K 0.03% 200
2024
Q4 		$632K Buy
22,056
+415
+2% +$12K 0.04% 183
2024
Q3 		$636K Hold
21,641
– – 0.04% 192
2024
Q2 		$612K Sell
21,641
-1,383
-6% -$39.4K 0.04% 191
2024
Q1 		$668K Sell
23,024
-2,474
-10% -$71.3K 0.04% 185
2023
Q4 		$734K Buy
25,498
+617
+2% +$17K 0.05% 168
2023
Q3 		$673K Sell
24,881
-2,894
-10% -$79.7K 0.05% 174
2023
Q2 		$771K Sell
27,775
-2,905
-9% -$80K 0.06% 170
2023
Q1 		$860K Sell
30,680
-1,305
-4% -$36K 0.07% 157
2022
Q4 		$864K Sell
31,985
-7,526
-19% -$202K 0.07% 151
2022
Q3 		$1.04M Sell
39,511
-17,175
-30% -$475K 0.1% 131
2022
Q2 		$1.53M Sell
56,686
-5,812
-9% -$165K 0.14% 109
2022
Q1 		$1.9M Sell
62,498
-5,489
-8% -$171K 0.15% 104
2021
Q4 		$2.24M Sell
67,987
-20,006
-23% -$658K 0.17% 101
2021
Q3 		$2.91M Sell
87,993
-4,217
-5% -$140K 0.24% 85
2021
Q2 		$3.03M Sell
92,210
-890
-1% -$28.7K 0.25% 83
2021
Q1 		$2.97M Sell
93,100
-225
-0.2% -$7.22K 0.25% 88
2020
Q4 		$3M Buy
+93,325
New +$2.89M 0.39% 72

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

McKinley Carter Wealth Services's ANGL Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 6.6% in Q1 2026, selling an estimated $28.2K and leaving 13,576 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #234.

McKinley Carter Wealth Services first reported a position in ANGL in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.03M in Q2 2021. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

  • McKinley Carter Wealth Services held 13,576 shares of VanEck Fallen Angel High Yield Bond ETF worth $390K as of Q1 2026.
  • McKinley Carter Wealth Services sold 963 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $28.2K.
  • VanEck Fallen Angel High Yield Bond ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #234 holding.
  • McKinley Carter Wealth Services first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • McKinley Carter Wealth Services's VanEck Fallen Angel High Yield Bond ETF position peaked at $3.03M in Q2 2021.
  • 314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.