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

United Financial Planning 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
Q1 		– Sell
-15
Closed -$440 – 469
2025
Q4 		$440 Buy
+15
New +$441 ﹤0.01% 410

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
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
Cerity Partners
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

United Financial Planning Group's ANGL Position: Q1 2026 in Review

United Financial Planning Group sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2026, closing a stake of 15 shares — an estimated $440 sold.

United Financial Planning Group first reported a position in ANGL in Q4 2025 and held it in 1 quarter. The position peaked at $440 in Q4 2025. 316 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

  • United Financial Planning Group reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 15 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $440.
  • United Financial Planning Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $440 in Q4 2025.
  • 316 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.