Peak Financial Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Peak Financial 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 Q4	–	Sell	-236,382	Closed	-$7.03M	–	89
2025 Q3	$7.03M	Sell	236,382 -37,849	-14%	-$1.11M	3.37%	6
2025 Q2	$8.03M	Sell	274,231 -45,204	-14%	-$1.29M	4.11%	5
2025 Q1	$9.22M	Buy	319,435 +34,932	+12%	+$1.01M	4.69%	5
2024 Q4	$8.16M	Buy	284,503 +84,311	+42%	+$2.45M	4.24%	7
2024 Q3	$5.89M	Buy	+200,192	New	+$5.79M	3.03%	8
2022 Q2	–	Sell	-8,488	Closed	-$258K	–	66
2022 Q1	$258K	Buy	+8,488	New	+$264K	0.22%	69
2021 Q2	–	Sell	-200,559	Closed	-$6.4M	–	72
2021 Q1	$6.4M	Buy	200,559 +30,373	+18%	+$974K	5.4%	5
2020 Q4	$5.46M	Buy	+170,186	New	+$5.26M	4.71%	5

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Peak Financial Advisors's ANGL Position: Q4 2025 in Review

Peak Financial Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2025, closing a stake of 236,382 shares — an estimated $7.03M sold.

Peak Financial Advisors first reported a position in ANGL in Q4 2020 and held it in 8 quarters. The position peaked at $9.22M in Q1 2025. 344 funds tracked by Wall St. Rank hold ANGL as of Q4 2025.

Peak Financial Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
Peak Financial Advisors sold 236,382 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2025, an estimated $7.03M.
Peak Financial Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and held it in 8 quarters.
Peak Financial Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $9.22M in Q1 2025.
344 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2025.

Based on Peak Financial Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.