Pathway Financial Advisers’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Pathway Financial Advisers’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 Q1	–	Sell	-178	Closed	-$5.09K	–	173
2024 Q4	$5.09K	Buy	178 +4	+2%	+$116	﹤0.01%	397
2024 Q3	$5.12K	Buy	174 +2	+1%	+$58	﹤0.01%	330
2024 Q2	$4.84K	Buy	172 +4	+2%	+$114	﹤0.01%	389
2024 Q1	$4.89K	Buy	168 +2	+1%	+$58	﹤0.01%	399
2023 Q4	$4.78K	Buy	166 +2	+1%	+$55	﹤0.01%	413
2023 Q3	$4.43K	Buy	+164	New	+$4.52K	﹤0.01%	423
2023 Q1	$4.46K	Buy	159 +2	+1%	+$55	﹤0.01%	450
2022 Q4	$4.25K	Buy	+157	New	+$4.21K	﹤0.01%	502

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

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Pathway Financial Advisers's ANGL Position: Q1 2025 in Review

Pathway Financial Advisers sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2025, closing a stake of 178 shares — an estimated $5.09K sold.

Pathway Financial Advisers first reported a position in ANGL in Q4 2022 and held it in 8 quarters. The position peaked at $5.12K in Q3 2024. 344 funds tracked by Wall St. Rank hold ANGL as of Q1 2025.

Pathway Financial Advisers reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Pathway Financial Advisers sold 178 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2025, an estimated $5.09K.
Pathway Financial Advisers first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2022 and held it in 8 quarters.
Pathway Financial Advisers's VanEck Fallen Angel High Yield Bond ETF position peaked at $5.12K in Q3 2024.
344 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.