Southland Equity Partners’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Southland Equity Partners’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	-7,289	Closed	-$213K	–	245
2025 Q2	$213K	Buy	7,289 +3	+0%	+$85	0.05%	227
2025 Q1	$210K	Sell	7,286 -85	-1%	-$2.46K	0.05%	219
2024 Q4	$211K	Buy	7,371 +7	+0.1%	+$203	0.05%	215
2024 Q3	$217K	Buy	7,364 +3	+0%	+$87	0.05%	211
2024 Q2	$208K	Buy	7,361 +3	+0%	+$86	0.06%	198
2024 Q1	$214K	Sell	7,358 -69	-0.9%	-$1.99K	0.06%	202
2023 Q4	$214K	Sell	7,427 -25	-0.3%	-$689	0.07%	184
2023 Q3	$202K	Sell	7,452 -241	-3%	-$6.64K	0.07%	180
2023 Q2	$214K	Sell	7,693 -36	-0.5%	-$991	0.07%	174
2023 Q1	$217K	Buy	7,729 +19	+0.2%	+$524	0.09%	170
2022 Q4	$208K	Buy	+7,710	New	+$207K	0.08%	166

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Southland Equity Partners's ANGL Position: Q3 2025 in Review

Southland Equity Partners sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2025, closing a stake of 7,289 shares — an estimated $213K sold.

Southland Equity Partners first reported a position in ANGL in Q4 2022 and held it in 11 quarters. The position peaked at $217K in Q3 2024. 322 funds tracked by Wall St. Rank hold ANGL as of Q3 2025.

Southland Equity Partners reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
Southland Equity Partners sold 7,289 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2025, an estimated $213K.
Southland Equity Partners first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2022 and held it in 11 quarters.
Southland Equity Partners's VanEck Fallen Angel High Yield Bond ETF position peaked at $217K in Q3 2024.
322 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2025.

Based on Southland Equity Partners's 13F filing for Q3 2025, filed 15 Oct 2025.