Plan Group Financial’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Plan Group Financial’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 Q2	$6.18M	Buy	211,316 +10,703	+5%	+$312K	1.27%	22
2026 Q1	$5.76M	Buy	200,613 +14,725	+8%	+$432K	1.35%	18
2025 Q4	$5.46M	Buy	185,888 +39,827	+27%	+$1.17M	1.42%	18
2025 Q3	$4.34M	Buy	146,061 +57,369	+65%	+$1.68M	1.17%	24
2025 Q2	$2.6M	Buy	88,692 +49,369	+126%	+$1.4M	0.85%	35
2025 Q1	$1.13M	Buy	+39,323	New	+$1.14M	0.41%	64
2024 Q4	–	Sell	-6,839	Closed	-$201K	–	116
2024 Q3	$201K	Sell	6,839 -314	-4%	-$9.08K	0.11%	110
2024 Q2	$202K	Buy	+7,153	New	+$204K	0.12%	94

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Plan Group Financial's ANGL Position: Q2 2026 in Review

Plan Group Financial increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 5.3% in Q2 2026, buying an estimated $312K and bringing the position to 211,316 shares worth $6.18M. The position accounts for 1.27% of the portfolio, ranked #22.

Plan Group Financial first reported a position in ANGL in Q2 2024 and has held it in 8 quarters since. 331 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Plan Group Financial held 211,316 shares of VanEck Fallen Angel High Yield Bond ETF worth $6.18M as of Q2 2026.
Plan Group Financial bought 10,703 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $312K.
VanEck Fallen Angel High Yield Bond ETF made up 1.27% of Plan Group Financial's portfolio in Q2 2026, its #22 holding.
Plan Group Financial first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2024 and has held it in 8 quarters since.
331 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.