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Performa Ltd (US)’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Performa Ltd (US)’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
Q1 		$3.42M Hold
119,217
– – 0.77% 14
2025
Q4 		$3.5M Buy
119,217
+3,900
+3% +$115K 0.89% 11
2025
Q3 		$3.43M Buy
115,317
+4,000
+4% +$117K 0.91% 13
2025
Q2 		$3.26M Sell
111,317
-363,542
-77% -$10.3M 0.98% 13
2025
Q1 		$13.7M Buy
474,859
+29,000
+7% +$838K 4.56% 6
2024
Q4 		$12.8M Buy
445,859
+103,418
+30% +$3M 4.5% 5
2024
Q3 		$10.1M Buy
342,441
+59,895
+21% +$1.73M 3.74% 7
2024
Q2 		$8M Hold
282,546
– – 3.29% 7
2024
Q1 		$8.2M Sell
282,546
-17,150
-6% -$495K 3.61% 6
2023
Q4 		$8.63M Sell
299,696
-8,200
-3% -$226K 3.74% 6
2023
Q3 		$8.33M Hold
307,896
– – 3.96% 5
2023
Q2 		$8.55M Buy
307,896
+25,675
+9% +$707K 4.2% 4
2023
Q1 		$7.91M Buy
282,221
+34,882
+14% +$963K 4.14% 4
2022
Q4 		$6.68M Buy
247,339
+63,180
+34% +$1.7M 3.86% 5
2022
Q3 		$4.83M Buy
184,159
+54,778
+42% +$1.51M 3.22% 5
2022
Q2 		$3.5M Buy
129,381
+55,235
+74% +$1.57M 2.53% 7
2022
Q1 		$2.25M Buy
74,146
+14,200
+24% +$441K 1.58% 6
2021
Q4 		$1.98M Buy
59,946
+48,602
+428% +$1.6M 1.21% 12
2021
Q3 		$375K Buy
11,344
+2,414
+27% +$79.9K 0.22% 19
2021
Q2 		$294K Buy
+8,930
New +$288K 0.21% 10

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Performa Ltd (US)'s ANGL Position: Q1 2026 in Review

Performa Ltd (US) held its VanEck Fallen Angel High Yield Bond ETF (ANGL) position steady in Q1 2026 at 119,217 shares worth $3.42M. The position accounts for 0.77% of the portfolio, ranked #14.

Performa Ltd (US) first reported a position in ANGL in Q2 2021 and has held it in 20 quarters since. The position peaked at $13.7M in Q1 2025. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

  • Performa Ltd (US) held 119,217 shares of VanEck Fallen Angel High Yield Bond ETF worth $3.42M as of Q1 2026.
  • Performa Ltd (US) left its VanEck Fallen Angel High Yield Bond ETF share count unchanged in Q1 2026.
  • VanEck Fallen Angel High Yield Bond ETF made up 0.77% of Performa Ltd (US)'s portfolio in Q1 2026, its #14 holding.
  • Performa Ltd (US) first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Performa Ltd (US)'s VanEck Fallen Angel High Yield Bond ETF position peaked at $13.7M in Q1 2025.
  • 314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Performa Ltd (US)'s 13F filing for Q1 2026, filed 6 May 2026.