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 Q3	–	Sell	-53,660	Closed	-$1.57M	–	236
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

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return

Optivise Advisory Services's ANGL Position: Q3 2026 in Review

Optivise Advisory Services sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2026, closing a stake of 53,660 shares — an estimated $1.57M sold.

Optivise Advisory Services first reported a position in ANGL in Q2 2025 and held it in 4 quarters. The position peaked at $1.57M in Q2 2026. 83 funds tracked by Wall St. Rank hold ANGL as of Q3 2026.

Optivise Advisory Services reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2026 after selling out during the quarter.
Optivise Advisory Services sold 53,660 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2026, an estimated $1.57M.
Optivise Advisory Services first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2025 and held it in 4 quarters.
Optivise Advisory Services's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.57M in Q2 2026.
83 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.