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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.03M Sell
274,231
-45,204
-14% -$1.32M 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% +$2.42M 4.24% 7
2024
Q3
$5.89M Buy
+200,192
New +$5.89M 3.03% 8
2022
Q2
Sell
-8,488
Closed -$258K 66
2022
Q1
$258K Buy
+8,488
New +$258K 0.22% 69
2021
Q2
Sell
-200,559
Closed -$6.4M 72
2021
Q1
$6.4M Buy
200,559
+30,373
+18% +$970K 5.4% 5
2020
Q4
$5.46M Buy
+170,186
New +$5.46M 4.71% 5