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

Octavia Wealth 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
Q2 		$377K Sell
12,895
-571
-4% -$16.6K 0.03% 152
2026
Q1 		$387K Sell
13,466
-141,713
-91% -$4.16M 0.04% 154
2025
Q4 		$4.56M Buy
155,179
+5,780
+4% +$170K 0.44% 33
2025
Q3 		$4.44M Buy
149,399
+4,124
+3% +$121K 0.44% 32
2025
Q2 		$4.25M Sell
145,275
-199,007
-58% -$5.66M 0.48% 32
2025
Q1 		$9.94M Buy
344,282
+31,121
+10% +$900K 1.21% 21
2024
Q4 		$8.98M Buy
313,161
+16,746
+6% +$486K 1.09% 24
2024
Q3 		$8.72M Buy
296,415
+34,962
+13% +$1.01M 1.07% 23
2024
Q2 		$7.4M Buy
261,453
+5,971
+2% +$170K 1.01% 24
2024
Q1 		$7.41M Sell
255,482
-524
-0.2% -$15.1K 1.1% 23
2023
Q4 		$7.37M Buy
256,006
+2,075
+0.8% +$57.2K 1.3% 25
2023
Q3 		$6.87M Buy
253,931
+4,877
+2% +$134K 1.39% 23
2023
Q2 		$6.92M Buy
249,054
+8,717
+4% +$240K 1.4% 23
2023
Q1 		$6.73M Buy
240,337
+55,173
+30% +$1.52M 1.52% 22
2022
Q4 		$5M Buy
185,164
+13,614
+8% +$365K 1.23% 24
2022
Q3 		$4.5M Buy
171,550
+1,691
+1% +$46.8K 1.22% 27
2022
Q2 		$4.56M Sell
169,859
-142,829
-46% -$4.07M 1.19% 27
2022
Q1 		$9.51M Buy
312,688
+12,762
+4% +$397K 2.11% 16
2021
Q4 		$9.89M Buy
299,926
+48,414
+19% +$1.59M 2.13% 15
2021
Q3 		$8.3M Buy
251,512
+66,470
+36% +$2.2M 2.12% 15
2021
Q2 		$6.09M Buy
185,042
+25,577
+16% +$825K 1.61% 18
2021
Q1 		$5.09M Buy
159,465
+50,047
+46% +$1.6M 1.52% 18
2020
Q4 		$3.53M Buy
+109,418
New +$3.38M 1.14% 19

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Octavia Wealth Advisors's ANGL Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 4.2% in Q2 2026, selling an estimated $16.6K and leaving 12,895 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #152.

Octavia Wealth Advisors first reported a position in ANGL in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.94M in Q1 2025. 331 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

  • Octavia Wealth Advisors held 12,895 shares of VanEck Fallen Angel High Yield Bond ETF worth $377K as of Q2 2026.
  • Octavia Wealth Advisors sold 571 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $16.6K.
  • VanEck Fallen Angel High Yield Bond ETF made up 0.03% of Octavia Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • Octavia Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $9.94M in Q1 2025.
  • 331 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.