Strategic Wealth Investment Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Strategic Wealth Investment Group’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	$405K	Sell	13,858 -535,537	-97%	-$15.6M	0.05%	86
2026 Q1	$15.8M	Buy	549,395 +21,188	+4%	+$621K	2%	17
2025 Q4	$15.5M	Sell	528,207 -152,014	-22%	-$4.47M	1.91%	17
2025 Q3	$20.2M	Buy	680,221 +662,445	+3,727%	+$19.4M	1.7%	17
2025 Q2	$520K	Buy	17,776 +1,728	+11%	+$49.2K	0.75%	35
2025 Q1	$463K	Sell	16,048 -333,239	-95%	-$9.63M	0.81%	35
2024 Q4	$10M	Sell	349,287 -51,242	-13%	-$1.49M	1.11%	30
2024 Q3	$11.7M	Buy	400,529 +58,670	+17%	+$1.7M	1.26%	26
2024 Q2	$9.61M	Buy	+341,859	New	+$9.75M	1.21%	27
2023 Q4	$481K	Buy	+16,703	New	+$461K	0.07%	84

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 Wealth Investment Group's ANGL Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 97% in Q2 2026, selling an estimated $15.6M and leaving 13,858 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #86.

Strategic Wealth Investment Group first reported a position in ANGL in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.2M in Q3 2025. 331 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Strategic Wealth Investment Group held 13,858 shares of VanEck Fallen Angel High Yield Bond ETF worth $405K as of Q2 2026.
Strategic Wealth Investment Group sold 535,537 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $15.6M.
VanEck Fallen Angel High Yield Bond ETF made up 0.05% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #86 holding.
Strategic Wealth Investment Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2023 and has held it in 10 quarters since.
Strategic Wealth Investment Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $20.2M in Q3 2025.
331 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.