NorthRock Partners’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

NorthRock Partners’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
2025 Q2	–	Sell	-3,648	Closed	-$105K	–	688
2025 Q1	$105K	Sell	3,648 -162	-4%	-$4.68K	﹤0.01%	623
2024 Q4	$109K	Sell	3,810 -4,653	-55%	-$135K	﹤0.01%	608
2024 Q3	$249K	Sell	8,463 -6,819	-45%	-$197K	0.01%	557
2024 Q2	$432K	Sell	15,282 -41,255	-73%	-$1.18M	0.02%	377
2024 Q1	$1.64M	Sell	56,537 -28,568	-34%	-$824K	0.06%	141
2023 Q4	$2.45M	Buy	+85,105	New	+$2.35M	0.1%	103

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

NorthRock Partners's ANGL Position: Q2 2025 in Review

NorthRock Partners sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2025, closing a stake of 3,648 shares — an estimated $105K sold.

NorthRock Partners first reported a position in ANGL in Q4 2023 and held it in 6 quarters. The position peaked at $2.45M in Q4 2023. 330 funds tracked by Wall St. Rank hold ANGL as of Q2 2025.

NorthRock Partners reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 3,648 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2025, an estimated $105K.
NorthRock Partners first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2023 and held it in 6 quarters.
NorthRock Partners's VanEck Fallen Angel High Yield Bond ETF position peaked at $2.45M in Q4 2023.
330 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.