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

WCG Wealth 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
2026
Q1 		$8.96M Buy
312,057
+15,525
+5% +$455K 0.25% 103
2025
Q4 		$8.71M Buy
296,532
+264,076
+814% +$7.77M 0.24% 97
2025
Q3 		$965K Buy
32,456
+4,678
+17% +$137K 0.06% 235
2025
Q2 		$813K Sell
27,778
-2,445
-8% -$69.6K 0.05% 248
2025
Q1 		$872K Buy
30,223
+5,416
+22% +$157K 0.07% 210
2024
Q4 		$711K Sell
24,807
-72
-0.3% -$2.09K 0.05% 239
2024
Q3 		$732K Buy
24,879
+365
+1% +$10.6K 0.05% 246
2024
Q2 		$694K Buy
24,514
+7,850
+47% +$224K 0.05% 225
2024
Q1 		$484K Hold
16,664
– – 0.04% 222
2023
Q4 		$480K Sell
16,664
-11,824
-42% -$326K 0.04% 254
2023
Q3 		$790K Buy
28,488
+238
+0.8% +$6.55K 0.06% 219
2023
Q2 		$785K Sell
28,250
-721
-2% -$19.8K 0.09% 124
2023
Q1 		$812K Buy
28,971
+15,592
+117% +$430K 0.1% 121
2022
Q4 		$362K Buy
+13,379
New +$359K 0.05% 146

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

WCG Wealth Advisors's ANGL Position: Q1 2026 in Review

WCG Wealth Advisors increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 5.2% in Q1 2026, buying an estimated $455K and bringing the position to 312,057 shares worth $8.96M. The position accounts for 0.25% of the portfolio, ranked #103.

WCG Wealth Advisors first reported a position in ANGL in Q4 2022 and has held it in 14 quarters since. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

  • WCG Wealth Advisors held 312,057 shares of VanEck Fallen Angel High Yield Bond ETF worth $8.96M as of Q1 2026.
  • WCG Wealth Advisors bought 15,525 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $455K.
  • VanEck Fallen Angel High Yield Bond ETF made up 0.25% of WCG Wealth Advisors's portfolio in Q1 2026, its #103 holding.
  • WCG Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.