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 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 $1.37T 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Simplicity Wealth's ANGL Position: Q1 2026 in Review

Simplicity Wealth reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 41% in Q1 2026, selling an estimated $229K and leaving 11,223 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #563.

Simplicity Wealth first reported a position in ANGL in Q1 2025 and has held it in 4 quarters since. The position peaked at $566K in Q3 2025. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Simplicity Wealth held 11,223 shares of VanEck Fallen Angel High Yield Bond ETF worth $322K as of Q1 2026.
Simplicity Wealth sold 7,810 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $229K.
VanEck Fallen Angel High Yield Bond ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #563 holding.
Simplicity Wealth first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2025 and has held it in 4 quarters since.
Simplicity Wealth's VanEck Fallen Angel High Yield Bond ETF position peaked at $566K in Q3 2025.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.