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

Symphony 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 		$9.53M Buy
325,749
+20,476
+7% +$596K 1.04% 25
2026
Q1 		$8.74M Buy
305,273
+8,157
+3% +$239K 1.16% 26
2025
Q4 		$8.73M Sell
297,116
-6,731
-2% -$198K 1.17% 21
2025
Q3 		$9.02M Buy
303,847
+4,869
+2% +$143K 1.1% 24
2025
Q2 		$8.85M Buy
298,978
+289,646
+3,104% +$8.24M 1.16% 23
2025
Q1 		$268K Sell
9,332
-281,827
-97% -$8.15M 0.16% 79
2024
Q4 		$8.44M Buy
291,159
+3,044
+1% +$88.3K 1.33% 23
2024
Q3 		$8.48M Buy
288,115
+5,688
+2% +$164K 1.4% 22
2024
Q2 		$8.02M Sell
282,427
-8,070
-3% -$230K 1.46% 21
2024
Q1 		$8.43M Buy
290,497
+8,842
+3% +$255K 1.96% 12
2023
Q4 		$8.16M Buy
281,655
+7,827
+3% +$216K 1.75% 15
2023
Q3 		$7.33M Buy
273,828
+14,624
+6% +$403K 1.8% 16
2023
Q2 		$7.15M Buy
259,204
+17,347
+7% +$477K 1.75% 16
2023
Q1 		$6.7M Buy
241,857
+17,075
+8% +$471K 1.73% 16
2022
Q4 		$6.14M Sell
224,782
-5,662
-2% -$152K 1.63% 16
2022
Q3 		$6.09M Sell
230,444
-5,602
-2% -$155K 1.99% 12
2022
Q2 		$6.38M Buy
236,046
+13,479
+6% +$384K 1.89% 14
2022
Q1 		$6.62M Buy
+222,567
New +$6.92M 1.56% 16
2021
Q3 		– Sell
-111,561
Closed -$3.67M – 172
2021
Q2 		$3.67M Buy
+111,561
New +$3.6M 1.25% 17

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

Symphony Financial's ANGL Position: Q2 2026 in Review

Symphony Financial increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 6.7% in Q2 2026, buying an estimated $596K and bringing the position to 325,749 shares worth $9.53M. The position accounts for 1.04% of the portfolio, ranked #25.

Symphony Financial first reported a position in ANGL in Q2 2021 and has held it in 19 quarters since. 331 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

  • Symphony Financial held 325,749 shares of VanEck Fallen Angel High Yield Bond ETF worth $9.53M as of Q2 2026.
  • Symphony Financial bought 20,476 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $596K.
  • VanEck Fallen Angel High Yield Bond ETF made up 1.04% of Symphony Financial's portfolio in Q2 2026, its #25 holding.
  • Symphony Financial first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • 331 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.