SFG
ANGL icon

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

Sunburst Financial 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 		$354K Sell
12,092
-18
-0.1% -$524 0.06% 98
2026
Q1 		$348K Buy
12,110
+21
+0.2% +$616 0.07% 94
2025
Q4 		$355K Buy
12,089
+42
+0.3% +$1.24K 0.07% 86
2025
Q3 		$358K Sell
12,047
-64
-0.5% -$1.87K 0.08% 90
2025
Q2 		$355K Buy
12,111
+33
+0.3% +$939 0.08% 88
2025
Q1 		$349K Sell
12,078
-623
-5% -$18K 0.09% 76
2024
Q4 		$364K Sell
12,701
-1,598
-11% -$46.4K 0.09% 78
2024
Q3 		$421K Buy
14,299
+27
+0.2% +$780 0.11% 79
2024
Q2 		$404K Buy
14,272
+35
+0.2% +$998 0.11% 80
2024
Q1 		$409K Sell
14,237
-132
-0.9% -$3.81K 0.12% 77
2023
Q4 		$414K Sell
14,369
-21
-0.1% -$579 0.13% 73
2023
Q3 		$389K Sell
14,390
-352
-2% -$9.69K 0.14% 67
2023
Q2 		$409K Buy
14,742
+82
+0.6% +$2.26K 0.14% 66
2023
Q1 		$411K Sell
14,660
-1,151
-7% -$31.8K 0.15% 66
2022
Q4 		$427K Sell
15,811
-7,045
-31% -$189K 0.17% 65
2022
Q3 		$600K Buy
22,856
+357
+2% +$9.87K 0.29% 43
2022
Q2 		$608K Sell
22,499
-3,426
-13% -$97.5K 0.29% 48
2022
Q1 		$788K Buy
25,925
+3,780
+17% +$118K 0.39% 33
2021
Q4 		$730K Buy
22,145
+2,204
+11% +$72.5K 0.37% 34
2021
Q3 		$659K Buy
19,941
+3,554
+22% +$118K 0.41% 30
2021
Q2 		$539K Buy
16,387
+5,667
+53% +$183K 0.34% 35
2021
Q1 		$342K Buy
10,720
+2,599
+32% +$83.3K 0.24% 45
2020
Q4 		$261K Buy
+8,121
New +$251K 0.2% 51

Other funds holding ANGL

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return