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

US Financial Advisors’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	$5.37M	Buy	186,146 +11,456	+7%	+$331K	1.59%	23
2024 Q4	$5.01M	Buy	174,690 +7,381	+4%	+$214K	1.54%	21
2024 Q3	$4.92M	Buy	167,309 +5,443	+3%	+$157K	1.53%	20
2024 Q2	$4.58M	Buy	161,866 +23,350	+17%	+$666K	1.54%	20
2024 Q1	$4.02M	Buy	138,516 +2,398	+2%	+$69.1K	1.39%	22
2023 Q4	$3.92M	Buy	136,118 +1,764	+1%	+$48.6K	1.46%	21
2023 Q3	$3.64M	Buy	134,354 +15,090	+13%	+$416K	1.51%	21
2023 Q2	$3.31M	Buy	119,264 +9,438	+9%	+$260K	1.41%	22
2023 Q1	$3.08M	Buy	109,826 +3,118	+3%	+$86.1K	1.37%	20
2022 Q4	$2.88M	Sell	106,708 -63,696	-37%	-$1.71M	1.45%	20
2022 Q3	$4.47M	Buy	170,404 +14,804	+10%	+$409K	2.5%	16
2022 Q2	$4.2M	Buy	155,600 +1,060	+0.7%	+$30.2K	2.36%	17
2022 Q1	$4.7M	Buy	154,540 +5,470	+4%	+$170K	2.26%	17
2021 Q4	$4.92M	Buy	149,070 +4,325	+3%	+$142K	2.24%	16
2021 Q3	$4.78M	Buy	144,745 +2,300	+2%	+$76.1K	2.37%	15
2021 Q2	$4.69M	Buy	142,445 +6,204	+5%	+$200K	2.29%	14
2021 Q1	$4.35M	Buy	136,241 +16,216	+14%	+$520K	1.21%	21
2020 Q4	$3.85M	Buy	+120,025	New	+$3.71M	1.16%	24

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

US Financial Advisors's ANGL Position: Q1 2025 in Review

US Financial Advisors increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 6.6% in Q1 2025, buying an estimated $331K and bringing the position to 186,146 shares worth $5.37M. The position accounts for 1.59% of the portfolio, ranked #23.

US Financial Advisors first reported a position in ANGL in Q4 2020 and has held it in 18 quarters since. 345 funds tracked by Wall St. Rank hold ANGL as of Q1 2025.

US Financial Advisors held 186,146 shares of VanEck Fallen Angel High Yield Bond ETF worth $5.37M as of Q1 2025.
US Financial Advisors bought 11,456 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2025, an estimated $331K.
VanEck Fallen Angel High Yield Bond ETF made up 1.59% of US Financial Advisors's portfolio in Q1 2025, its #23 holding.
US Financial Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and has held it in 18 quarters since.
345 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.