Optivise Advisory Services’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Optivise Advisory Services’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	$1.57M	Buy	+53,660	New	+$1.56M	0.8%	29
2026 Q1	–	Sell	-50,753	Closed	-$1.49M	–	188
2025 Q4	$1.49M	Buy	50,753 +22,610	+80%	+$665K	0.86%	29
2025 Q3	$837K	Sell	28,143 -1,952	-6%	-$57.2K	0.5%	52
2025 Q2	$881K	Buy	+30,095	New	+$856K	0.45%	60

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

Optivise Advisory Services's ANGL Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2026: 53,660 shares worth $1.57M. The stake represents 0.8% of the portfolio and ranks #29 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in ANGL as recently as Q4 2025.

Optivise Advisory Services first reported a position in ANGL in Q2 2025 and has held it in 4 quarters since. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Optivise Advisory Services held 53,660 shares of VanEck Fallen Angel High Yield Bond ETF worth $1.57M as of Q2 2026.
VanEck Fallen Angel High Yield Bond ETF was a new Optivise Advisory Services position in Q2 2026.
VanEck Fallen Angel High Yield Bond ETF made up 0.8% of Optivise Advisory Services's portfolio in Q2 2026, its #29 holding.
Optivise Advisory Services first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2025 and has held it in 4 quarters since.
333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.