Regal Investment Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Regal Investment Advisors’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 Q1	–	Sell	-27,429	Closed	-$786K	–	463
2024 Q4	$786K	Buy	27,429 +6,556	+31%	+$190K	0.06%	256
2024 Q3	$614K	Buy	20,873 +1,725	+9%	+$49.9K	0.04%	314
2024 Q2	$542K	Buy	19,148 +4,907	+34%	+$140K	0.04%	341
2024 Q1	$413K	Buy	14,241 +3,239	+29%	+$93.4K	0.03%	394
2023 Q4	$317K	Buy	11,002 +1,491	+16%	+$41.1K	0.02%	411
2023 Q3	$257K	Buy	9,511 +775	+9%	+$21.3K	0.02%	417
2023 Q2	$243K	Buy	+8,736	New	+$240K	0.02%	437
2022 Q2	–	Sell	-33,342	Closed	-$1.01M	–	502
2022 Q1	$1.01M	Buy	+33,342	New	+$1.04M	0.09%	213
2021 Q4	–	Sell	-33,103	Closed	-$1.09M	–	537
2021 Q3	$1.09M	Buy	33,103 +2,349	+8%	+$77.7K	0.11%	211
2021 Q2	$1.01M	Buy	+30,754	New	+$992K	0.1%	215

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

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Regal Investment Advisors's ANGL Position: Q1 2025 in Review

Regal Investment Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2025, closing a stake of 27,429 shares — an estimated $786K sold.

Regal Investment Advisors first reported a position in ANGL in Q2 2021 and held it in 10 quarters. The position peaked at $1.09M in Q3 2021. 344 funds tracked by Wall St. Rank hold ANGL as of Q1 2025.

Regal Investment Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Regal Investment Advisors sold 27,429 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2025, an estimated $786K.
Regal Investment Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2021 and held it in 10 quarters.
Regal Investment Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.09M in Q3 2021.
344 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2025.

Based on Regal Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.