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Steward Partners Investment Advisory’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Steward Partners Investment Advisory’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 		$5.11M Sell
177,783
-3,648
-2% -$107K 0.03% 508
2025
Q4 		$5.33M Buy
181,431
+12,720
+8% +$374K 0.03% 451
2025
Q3 		$5.02M Buy
168,711
+24,992
+17% +$732K 0.03% 469
2025
Q2 		$4.21M Buy
143,719
+26,612
+23% +$757K 0.03% 473
2025
Q1 		$3.38M Buy
117,107
+25,059
+27% +$724K 0.03% 506
2024
Q4 		$2.64M Buy
92,048
+3,290
+4% +$95.5K 0.02% 553
2024
Q3 		$2.61M Buy
88,758
+4,054
+5% +$117K 0.02% 540
2024
Q2 		$2.4M Buy
84,704
+1,665
+2% +$47.5K 0.03% 526
2024
Q1 		$2.41M Buy
83,039
+80,363
+3,003% +$2.32M 0.03% 521
2023
Q4 		$77K Hold
2,676
– – ﹤0.01% 1798
2023
Q3 		$72.4K Sell
2,676
-14
-0.5% -$386 ﹤0.01% 1734
2023
Q2 		$74.7K Buy
2,690
+14
+0.5% +$385 ﹤0.01% 1721
2023
Q1 		$75K Hold
2,676
– – ﹤0.01% 1703
2022
Q4 		$72.3K Hold
2,676
– – ﹤0.01% 1687
2022
Q3 		$70K Buy
2,676
+353
+15% +$9.76K ﹤0.01% 1629
2022
Q2 		$63K Hold
2,323
– – ﹤0.01% 1686
2022
Q1 		$71K Buy
2,323
+957
+70% +$29.8K ﹤0.01% 1740
2021
Q4 		$45K Buy
1,366
+456
+50% +$15K ﹤0.01% 1967
2021
Q3 		$30K Buy
+910
New +$30.1K ﹤0.01% 2123
2020
Q2 		– Sell
-1,450
Closed -$36K – 2652
2020
Q1 		$36K Sell
1,450
-2,650
-65% -$75.8K ﹤0.01% 1383
2019
Q4 		$122K Buy
4,100
+2,450
+148% +$71.9K ﹤0.01% 1043
2019
Q3 		$48K Buy
+1,650
New +$48.2K ﹤0.01% 1366
2018
Q4 		– Sell
-2,040
Closed -$59K – 837
2018
Q3 		$59K Buy
+2,040
New +$59K ﹤0.01% 1131

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Steward Partners Investment Advisory's ANGL Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 2% in Q1 2026, selling an estimated $107K and leaving 177,783 shares worth $5.11M. The position accounts for 0.03% of the portfolio, ranked #508.

Steward Partners Investment Advisory first reported a position in ANGL in Q3 2018 and has held it in 23 quarters since. The position peaked at $5.33M in Q4 2025. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

  • Steward Partners Investment Advisory held 177,783 shares of VanEck Fallen Angel High Yield Bond ETF worth $5.11M as of Q1 2026.
  • Steward Partners Investment Advisory sold 3,648 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $107K.
  • VanEck Fallen Angel High Yield Bond ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #508 holding.
  • Steward Partners Investment Advisory first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2018 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's VanEck Fallen Angel High Yield Bond ETF position peaked at $5.33M in Q4 2025.
  • 314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.