Simplicity Wealth’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Simplicity Wealth’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	$273K	Sell	9,327 -1,896	-17%	-$55.2K	0.01%	873
2026 Q1	$322K	Sell	11,223 -7,810	-41%	-$229K	0.02%	563
2025 Q4	$559K	Sell	19,033 -10	-0.1%	-$294	0.03%	403
2025 Q3	$566K	Buy	+19,043	New	+$558K	0.03%	411
2025 Q2	–	Sell	-8,483	Closed	-$245K	–	589
2025 Q1	$245K	Buy	+8,483	New	+$245K	0.02%	471

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

Simplicity Wealth's ANGL Position: Q2 2026 in Review

Simplicity Wealth reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 17% in Q2 2026, selling an estimated $55.2K and leaving 9,327 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #873.

Simplicity Wealth first reported a position in ANGL in Q1 2025 and has held it in 5 quarters since. The position peaked at $566K in Q3 2025. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Simplicity Wealth held 9,327 shares of VanEck Fallen Angel High Yield Bond ETF worth $273K as of Q2 2026.
Simplicity Wealth sold 1,896 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $55.2K.
VanEck Fallen Angel High Yield Bond ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #873 holding.
Simplicity Wealth first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2025 and has held it in 5 quarters since.
Simplicity Wealth's VanEck Fallen Angel High Yield Bond ETF position peaked at $566K in Q3 2025.
333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.