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

Outlook 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
2025 Q2	–	Sell	-8,098	Closed	-$234K	–	270
2025 Q1	$234K	Buy	+8,098	New	+$234K	0.07%	249
2024 Q4	–	Sell	-7,721	Closed	-$227K	–	252
2024 Q3	$227K	Buy	7,721 +4	+0.1%	+$116	0.07%	243
2024 Q2	$218K	Buy	7,717 +3	+0%	+$86	0.07%	249
2024 Q1	$224K	Buy	7,714 +2	+0%	+$58	0.07%	244
2023 Q4	$222K	Buy	7,712 +4	+0.1%	+$110	0.08%	219
2023 Q3	$209K	Buy	7,708 +3	+0%	+$83	0.08%	193
2023 Q2	$214K	Buy	+7,705	New	+$212K	0.08%	189

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 $947M AUM 13.91% 1-Year Est. Return

Outlook Wealth Advisors's ANGL Position: Q2 2025 in Review

Outlook Wealth Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2025, closing a stake of 8,098 shares — an estimated $234K sold.

Outlook Wealth Advisors first reported a position in ANGL in Q2 2023 and held it in 7 quarters. The position peaked at $234K in Q1 2025. 330 funds tracked by Wall St. Rank hold ANGL as of Q2 2025.

Outlook Wealth Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Outlook Wealth Advisors sold 8,098 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2025, an estimated $234K.
Outlook Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2023 and held it in 7 quarters.
Outlook Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $234K in Q1 2025.
330 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2025.

Based on Outlook Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.