Strategic Financial Concepts’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Strategic Financial Concepts’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	$346K	Buy	11,823 +148	+1%	+$4.31K	0.1%	169
2026 Q1	$335K	Buy	+11,675	New	+$342K	0.08%	200
2025 Q4	–	Sell	-11,189	Closed	-$333K	–	133
2025 Q3	$333K	Sell	11,189 -11,353	-50%	-$332K	0.05%	181
2025 Q2	$660K	Sell	22,542 -409	-2%	-$11.6K	0.09%	117
2025 Q1	$662K	Buy	22,951 +1,620	+8%	+$46.8K	0.12%	163
2024 Q4	$612K	Buy	21,331 +757	+4%	+$22K	0.12%	163
2024 Q3	$605K	Buy	20,574 +19,888	+2,899%	+$575K	0.19%	100
2024 Q2	$19.4K	Sell	686 -17,339	-96%	-$494K	0.01%	338
2024 Q1	$523K	Buy	+18,025	New	+$520K	0.13%	157
2023 Q4	–	Sell	-17,759	Closed	-$481K	–	150
2023 Q3	$481K	Buy	17,759 +6,484	+58%	+$179K	0.16%	141
2023 Q2	$313K	Sell	11,275 -168	-1%	-$4.62K	0.12%	166
2023 Q1	$321K	Buy	+11,443	New	+$316K	0.13%	148

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

Strategic Financial Concepts's ANGL Position: Q2 2026 in Review

Strategic Financial Concepts increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 1.3% in Q2 2026, buying an estimated $4.31K and bringing the position to 11,823 shares worth $346K. The position accounts for 0.1% of the portfolio, ranked #169.

Strategic Financial Concepts first reported a position in ANGL in Q1 2023 and has held it in 12 quarters since. The position peaked at $662K in Q1 2025. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Strategic Financial Concepts held 11,823 shares of VanEck Fallen Angel High Yield Bond ETF worth $346K as of Q2 2026.
Strategic Financial Concepts bought 148 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $4.31K.
VanEck Fallen Angel High Yield Bond ETF made up 0.1% of Strategic Financial Concepts's portfolio in Q2 2026, its #169 holding.
Strategic Financial Concepts first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2023 and has held it in 12 quarters since.
Strategic Financial Concepts's VanEck Fallen Angel High Yield Bond ETF position peaked at $662K in Q1 2025.
333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.