TCFG Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

TCFG Wealth Management’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
2025 Q3	–	Sell	-12,225	Closed	-$358K	–	265
2025 Q2	$358K	Hold	12,225	–	–	0.16%	170
2025 Q1	$353K	Buy	12,225 +2,026	+20%	+$58.6K	0.18%	144
2024 Q4	$292K	Buy	10,199 +347	+4%	+$10.1K	0.15%	170
2024 Q3	$290K	Buy	+9,852	New	+$285K	0.15%	160

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

TCFG Wealth Management's ANGL Position: Q3 2025 in Review

TCFG Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2025, closing a stake of 12,225 shares — an estimated $358K sold.

TCFG Wealth Management first reported a position in ANGL in Q3 2024 and held it in 4 quarters. The position peaked at $358K in Q2 2025. 322 funds tracked by Wall St. Rank hold ANGL as of Q3 2025.

TCFG Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
TCFG Wealth Management sold 12,225 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2025, an estimated $358K.
TCFG Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2024 and held it in 4 quarters.
TCFG Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $358K in Q2 2025.
322 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2025.

Based on TCFG Wealth Management's 13F filing for Q3 2025, filed 18 Nov 2025.