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 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	Sell	20,574 -536,945	-96%	-$15.5M	0.19%	100
2024 Q2	$19.4K	Buy	557,519 +539,494	+2,993%	+$15.4M	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 $1.37T 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

Strategic Financial Concepts's ANGL Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2026: 11,675 shares worth $335K. The stake represents 0.08% of the portfolio and ranks #200 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in ANGL as recently as Q3 2025.

Strategic Financial Concepts first reported a position in ANGL in Q1 2023 and has held it in 11 quarters since. The position peaked at $662K in Q1 2025. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Strategic Financial Concepts held 11,675 shares of VanEck Fallen Angel High Yield Bond ETF worth $335K as of Q1 2026.
VanEck Fallen Angel High Yield Bond ETF was a new Strategic Financial Concepts position in Q1 2026.
VanEck Fallen Angel High Yield Bond ETF made up 0.08% of Strategic Financial Concepts's portfolio in Q1 2026, its #200 holding.
Strategic Financial Concepts first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2023 and has held it in 11 quarters since.
Strategic Financial Concepts's VanEck Fallen Angel High Yield Bond ETF position peaked at $662K in Q1 2025.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.