Prosperity Consulting Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Prosperity Consulting Group’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 Q2	–	Sell	-111,459	Closed	-$3.22M	–	449
2025 Q1	$3.22M	Buy	111,459 +11,396	+11%	+$329K	0.25%	97
2024 Q4	$2.87M	Buy	100,063 +92	+0.1%	+$2.67K	0.22%	105
2024 Q3	$2.94M	Buy	99,971 +4,467	+5%	+$129K	0.23%	104
2024 Q2	$2.7M	Buy	95,504 +5,518	+6%	+$157K	0.37%	71
2024 Q1	$2.61M	Buy	89,986 +75,310	+513%	+$2.17M	0.33%	86
2023 Q4	$422K	Buy	+14,676	New	+$405K	0.14%	123

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

SFBLI

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

Prosperity Consulting Group's ANGL Position: Q2 2025 in Review

Prosperity Consulting Group sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2025, closing a stake of 111,459 shares — an estimated $3.22M sold.

Prosperity Consulting Group first reported a position in ANGL in Q4 2023 and held it in 6 quarters. The position peaked at $3.22M in Q1 2025. 330 funds tracked by Wall St. Rank hold ANGL as of Q2 2025.

Prosperity Consulting Group reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Prosperity Consulting Group sold 111,459 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2025, an estimated $3.22M.
Prosperity Consulting Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2023 and held it in 6 quarters.
Prosperity Consulting Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $3.22M in Q1 2025.
330 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2025.

Based on Prosperity Consulting Group's 13F filing for Q2 2025, filed 5 Aug 2025.