Newbridge Financial Services Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Newbridge Financial Services Group’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	$216K	Buy	7,381 +4	+0.1%	+$116	0.03%	239
2026 Q1	$212K	Buy	7,377 +3,185	+76%	+$93.4K	0.03%	211
2025 Q4	$123K	Hold	4,192	–	–	0.02%	284
2025 Q3	$125K	Hold	4,192	–	–	0.02%	362
2025 Q2	$123K	Buy	4,192 +688	+20%	+$19.6K	0.02%	352
2025 Q1	$101K	Buy	3,504 +237	+7%	+$6.85K	0.02%	263
2024 Q4	$93.7K	Buy	3,267 +2,740	+520%	+$79.5K	0.02%	289
2024 Q3	$15.5K	Buy	+527	New	+$15.2K	0.01%	388
2023 Q1	–	Sell	-138	Closed	-$3.72K	–	1414
2022 Q4	$3.72K	Buy	138 +2	+1%	+$54	﹤0.01%	1117
2022 Q3	$4K	Hold	136	–	–	﹤0.01%	1068
2022 Q2	$4K	Hold	136	–	–	﹤0.01%	1038
2022 Q1	$4K	Hold	136	–	–	﹤0.01%	1125
2021 Q4	$4K	Hold	136	–	–	﹤0.01%	1104
2021 Q3	$4K	Sell	136 -49	-26%	-$1.62K	﹤0.01%	1040
2021 Q2	$6K	Sell	185 -64	-26%	-$2.06K	﹤0.01%	1067
2021 Q1	$8K	Sell	249 -35	-12%	-$1.12K	0.01%	940
2020 Q4	$9K	Buy	+284	New	+$8.78K	0.01%	747

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFBLI

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Newbridge Financial Services Group's ANGL Position: Q2 2026 in Review

Newbridge Financial Services Group increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 0.05% in Q2 2026, buying an estimated $116 and bringing the position to 7,381 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #239.

Newbridge Financial Services Group first reported a position in ANGL in Q4 2020 and has held it in 17 quarters since. 331 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Newbridge Financial Services Group held 7,381 shares of VanEck Fallen Angel High Yield Bond ETF worth $216K as of Q2 2026.
Newbridge Financial Services Group bought 4 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $116.
VanEck Fallen Angel High Yield Bond ETF made up 0.03% of Newbridge Financial Services Group's portfolio in Q2 2026, its #239 holding.
Newbridge Financial Services Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and has held it in 17 quarters since.
331 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.