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

Summit Financial’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 		$14.3M Buy
487,919
+15,089
+3% +$439K 0.16% 119
2026
Q1 		$13.6M Buy
472,830
+16,222
+4% +$476K 0.17% 114
2025
Q4 		$13.4M Buy
456,608
+16,223
+4% +$477K 0.2% 102
2025
Q3 		$13.1M Buy
+440,385
New +$12.9M 0.2% 97

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Summit Financial's ANGL Position: Q2 2026 in Review

Summit Financial increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 3.2% in Q2 2026, buying an estimated $439K and bringing the position to 487,919 shares worth $14.3M. The position accounts for 0.16% of the portfolio, ranked #119.

Summit Financial first reported a position in ANGL in Q3 2025 and has held it in 4 quarters since. 331 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

  • Summit Financial held 487,919 shares of VanEck Fallen Angel High Yield Bond ETF worth $14.3M as of Q2 2026.
  • Summit Financial bought 15,089 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $439K.
  • VanEck Fallen Angel High Yield Bond ETF made up 0.16% of Summit Financial's portfolio in Q2 2026, its #119 holding.
  • Summit Financial first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 331 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.