Winebrenner Capital Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Winebrenner Capital Management’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 Q2	$973K	Sell	33,273 -1,499	-4%	-$43.6K	0.59%	49
2026 Q1	$999K	Buy	34,772 +1	+0%	+$29	0.64%	44
2025 Q4	$1.02M	Sell	34,771 -646	-2%	-$19K	0.68%	44
2025 Q3	$1.05M	Sell	35,417 -299	-0.8%	-$8.76K	0.76%	42
2025 Q2	$1.05M	Sell	35,716 -154	-0.4%	-$4.38K	0.84%	36
2025 Q1	$1.04M	Sell	35,870 -160	-0.4%	-$4.63K	0.93%	29
2024 Q4	$1.03M	Buy	+36,030	New	+$1.05M	0.8%	38

Other funds holding ANGL

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return

Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return