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

Triad Wealth Partners’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 Q1	–	Sell	-45,867	Closed	-$1.35M	–	479
2025 Q4	$1.35M	Buy	+45,867	New	+$1.35M	0.13%	127
2024 Q3	–	Sell	-897	Closed	-$25.4K	–	86
2024 Q2	$25.4K	Buy	+897	New	+$25.6K	0.01%	311

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SFBLI

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Triad Wealth Partners's ANGL Position: Q1 2026 in Review

Triad Wealth Partners sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2026, closing a stake of 45,867 shares — an estimated $1.35M sold.

Triad Wealth Partners first reported a position in ANGL in Q2 2024 and held it in 2 quarters. The position peaked at $1.35M in Q4 2025. 316 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Triad Wealth Partners reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
Triad Wealth Partners sold 45,867 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $1.35M.
Triad Wealth Partners first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2024 and held it in 2 quarters.
Triad Wealth Partners's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.35M in Q4 2025.
316 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.