Melone Private Wealth’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Melone Private Wealth’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	$10.6M	Buy	361,550 +940	+0.3%	+$27.4K	4.03%	9
2026 Q1	$10.4M	Buy	360,610 +7,685	+2%	+$225K	4.23%	7
2025 Q4	$10.4M	Buy	352,925 +141,624	+67%	+$4.17M	4.4%	8
2025 Q3	$6.28M	Buy	211,301 +2,090	+1%	+$61.2K	2.85%	14
2025 Q2	$6.1M	Buy	209,211 +2,769	+1%	+$78.8K	3.12%	11
2025 Q1	$5.96M	Buy	206,442 +1,323	+0.6%	+$38.2K	3.12%	10
2024 Q4	$5.88M	Sell	205,119 -43,815	-18%	-$1.27M	3.05%	10
2024 Q3	$7.32M	Buy	248,934 +15,574	+7%	+$450K	3.89%	10
2024 Q2	$6.6M	Buy	233,360 +1,543	+0.7%	+$44K	3.91%	10
2024 Q1	$6.73M	Buy	231,817 +549	+0.2%	+$15.8K	4.04%	10
2023 Q4	$6.66M	Buy	231,268 +141,998	+159%	+$3.92M	4.24%	9
2023 Q3	$2.42M	Buy	89,270 +4,702	+6%	+$129K	1.73%	17
2023 Q2	$2.35M	Buy	84,568 +12,641	+18%	+$348K	1.66%	19
2023 Q1	$1.99M	Sell	71,927 -31,904	-31%	-$881K	1.52%	20
2022 Q4	$2.81M	Buy	103,831 +2,819	+3%	+$75.7K	2.38%	16
2022 Q3	$2.69M	Buy	101,012 +6,071	+6%	+$168K	2.35%	15
2022 Q2	$2.6M	Buy	94,941 +2,733	+3%	+$77.8K	2.21%	17
2022 Q1	$2.68M	Sell	92,208 -99	-0.1%	-$3.08K	2.19%	16
2021 Q4	$3.04M	Buy	+92,307	New	+$3.04M	2.29%	15

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

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

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Melone Private Wealth's ANGL Position: Q2 2026 in Review

Melone Private Wealth increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 0.26% in Q2 2026, buying an estimated $27.4K and bringing the position to 361,550 shares worth $10.6M. The position accounts for 4.03% of the portfolio, ranked #9.

Melone Private Wealth first reported a position in ANGL in Q4 2021 and has held it in 19 quarters since. 142 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Melone Private Wealth held 361,550 shares of VanEck Fallen Angel High Yield Bond ETF worth $10.6M as of Q2 2026.
Melone Private Wealth bought 940 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $27.4K.
VanEck Fallen Angel High Yield Bond ETF made up 4.03% of Melone Private Wealth's portfolio in Q2 2026, its #9 holding.
Melone Private Wealth first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2021 and has held it in 19 quarters since.
142 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.