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

Transform Wealth’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 Q1	–	Sell	-64,634	Closed	-$1.85M	–	246
2024 Q4	$1.85M	Sell	64,634 -14,894	-19%	-$432K	0.1%	121
2024 Q3	$2.34M	Buy	+79,528	New	+$2.3M	0.15%	96
2024 Q2	–	Sell	-457,972	Closed	-$13.3M	–	215
2024 Q1	$13.3M	Sell	457,972 -33,025	-7%	-$952K	1.26%	20
2023 Q4	$14.1M	Buy	+490,997	New	+$13.5M	1.38%	16
2021 Q4	–	Sell	-25,156	Closed	-$831K	–	219
2021 Q3	$831K	Sell	25,156 -1,932	-7%	-$63.9K	0.1%	122
2021 Q2	$891K	Sell	27,088 -570	-2%	-$18.4K	0.11%	124
2021 Q1	$883K	Buy	27,658 +389	+1%	+$12.5K	0.18%	104
2020 Q4	$875K	Buy	+27,269	New	+$843K	0.18%	108

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Transform Wealth's ANGL Position: Q1 2025 in Review

Transform Wealth sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2025, closing a stake of 64,634 shares — an estimated $1.85M sold.

Transform Wealth first reported a position in ANGL in Q4 2020 and held it in 8 quarters. The position peaked at $14.1M in Q4 2023. 345 funds tracked by Wall St. Rank hold ANGL as of Q1 2025.

Transform Wealth reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Transform Wealth sold 64,634 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2025, an estimated $1.85M.
Transform Wealth first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and held it in 8 quarters.
Transform Wealth's VanEck Fallen Angel High Yield Bond ETF position peaked at $14.1M in Q4 2023.
345 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.