Occidental Asset Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Occidental Asset Management’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	-281,365	Closed	-$8.12M	–	269
2025 Q1	$8.12M	Buy	281,365 +3,808	+1%	+$110K	1.23%	18
2024 Q4	$7.96M	Buy	277,557 +11,737	+4%	+$341K	1.24%	20
2024 Q3	$7.82M	Buy	265,820 +17,171	+7%	+$496K	1.26%	19
2024 Q2	$7.04M	Buy	248,649 +45,054	+22%	+$1.28M	1.23%	18
2024 Q1	$5.91M	Buy	203,595 +26,734	+15%	+$771K	1.1%	21
2023 Q4	$5.09M	Buy	176,861 +22,341	+14%	+$616K	1.06%	20
2023 Q3	$4.18M	Buy	154,520 +49,055	+47%	+$1.35M	0.97%	20
2023 Q2	$2.93M	Buy	105,465 +17,780	+20%	+$489K	0.66%	29
2023 Q1	$2.46M	Buy	+87,685	New	+$2.42M	0.61%	41

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 $1.05B AUM 16.69% 1-Year Est. Return

Occidental Asset Management's ANGL Position: Q2 2025 in Review

Occidental Asset Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2025, closing a stake of 281,365 shares — an estimated $8.12M sold.

Occidental Asset Management first reported a position in ANGL in Q1 2023 and held it in 9 quarters. The position peaked at $8.12M in Q1 2025. 331 funds tracked by Wall St. Rank hold ANGL as of Q2 2025.

Occidental Asset Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Occidental Asset Management sold 281,365 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2025, an estimated $8.12M.
Occidental Asset Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2023 and held it in 9 quarters.
Occidental Asset Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $8.12M in Q1 2025.
331 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2025.

Based on Occidental Asset Management's 13F filing for Q2 2025, filed 14 Jul 2025.