Melone Private Wealth
ANGL icon

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
Q3 		$10.2M Buy
366,920
+5,370
+1% +$155K 4% 9
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

Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Plan Group Financial
Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return
Atlantic Edge Private Wealth Management
Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return

Melone Private Wealth's ANGL Position: Q3 2026 in Review

Melone Private Wealth increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 1.5% in Q3 2026, buying an estimated $155K and bringing the position to 366,920 shares worth $10.2M. The position accounts for 4% of the portfolio, ranked #9.

Melone Private Wealth first reported a position in ANGL in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.6M in Q2 2026. 108 funds tracked by Wall St. Rank hold ANGL as of Q3 2026.

  • Melone Private Wealth held 366,920 shares of VanEck Fallen Angel High Yield Bond ETF worth $10.2M as of Q3 2026.
  • Melone Private Wealth bought 5,370 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2026, an estimated $155K.
  • VanEck Fallen Angel High Yield Bond ETF made up 4% of Melone Private Wealth's portfolio in Q3 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 20 quarters since.
  • Melone Private Wealth's VanEck Fallen Angel High Yield Bond ETF position peaked at $10.6M in Q2 2026.
  • 108 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.