Note Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Note Advisors’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	$215K	Buy	+7,472	New	+$219K	0.11%	82
2025 Q2	–	Sell	-11,084	Closed	-$320K	–	75
2025 Q1	$320K	Sell	11,084 -17,848	-62%	-$516K	0.26%	58
2024 Q4	$829K	Buy	+28,932	New	+$840K	0.73%	35

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

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Note Advisors's ANGL Position: Q1 2026 in Review

Note Advisors opened a new position in VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2026: 7,472 shares worth $215K. The stake represents 0.11% of the portfolio and ranks #82 among its holdings. This is a return to the name: Note Advisors previously reported a position in ANGL as recently as Q1 2025.

Note Advisors first reported a position in ANGL in Q4 2024 and has held it in 3 quarters since. The position peaked at $829K in Q4 2024. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Note Advisors held 7,472 shares of VanEck Fallen Angel High Yield Bond ETF worth $215K as of Q1 2026.
VanEck Fallen Angel High Yield Bond ETF was a new Note Advisors position in Q1 2026.
VanEck Fallen Angel High Yield Bond ETF made up 0.11% of Note Advisors's portfolio in Q1 2026, its #82 holding.
Note Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2024 and has held it in 3 quarters since.
Note Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $829K in Q4 2024.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Note Advisors's 13F filing for Q1 2026, filed 15 May 2026.