Prepared Retirement Institute’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Prepared Retirement Institute’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 Q3	–	Sell	-16,872	Closed	-$494K	–	85
2025 Q2	$494K	Hold	16,872	–	–	0.29%	44
2025 Q1	$487K	Sell	16,872 -998	-6%	-$28.8K	0.31%	41
2024 Q4	$512K	Buy	17,870 +20	+0.1%	+$580	0.29%	35
2024 Q3	$525K	Buy	17,850 +16	+0.1%	+$462	0.32%	34
2024 Q2	$505K	Sell	17,834 -147	-0.8%	-$4.19K	0.33%	35
2024 Q1	$522K	Buy	17,981 +16	+0.1%	+$461	0.39%	29
2023 Q4	$517K	Buy	+17,965	New	+$495K	0.39%	39

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

SFBLI

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

Prepared Retirement Institute's ANGL Position: Q3 2025 in Review

Prepared Retirement Institute sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2025, closing a stake of 16,872 shares — an estimated $494K sold.

Prepared Retirement Institute first reported a position in ANGL in Q4 2023 and held it in 7 quarters. The position peaked at $525K in Q3 2024. 321 funds tracked by Wall St. Rank hold ANGL as of Q3 2025.

Prepared Retirement Institute reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
Prepared Retirement Institute sold 16,872 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2025, an estimated $494K.
Prepared Retirement Institute first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2023 and held it in 7 quarters.
Prepared Retirement Institute's VanEck Fallen Angel High Yield Bond ETF position peaked at $525K in Q3 2024.
321 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2025.

Based on Prepared Retirement Institute's 13F filing for Q3 2025, filed 21 Oct 2025.