Elevation Capital Places $9.8 Million Bet on Fixed Income ETF, According to Recent SEC Filing

Elevation Capital Advisory, LLC disclosed a bargain of VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL) successful a January 23, 2026, SEC filing, adding 334,227 shares successful a commercialized estimated astatine $9.84 cardinal based connected quarterly mean pricing.

According to a January 23, 2026, SEC filing, Elevation Capital Advisory, LLC accrued its holding successful VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF by 334,227 shares. The estimated transaction worth was $9.84 million, based connected the mean unadjusted adjacent during the quarter. The stake's quarter-end worth roseate by $9.80 million, a fig that includes some further purchases and terms changes.

Direction: buy; presumption present accounts for 4.42% of reportable 13F AUM.

Top holdings aft the filing:

• NYSEMKT: BIL: $13.59 cardinal (5.6% of AUM)

• NASDAQ: QQQ: $13.19 cardinal (5.4% of AUM)

• NYSEMKT: QUAL: $12.13 cardinal (5.0% of AUM)

• NASDAQ: ANGL: $10.82 cardinal (4.4% of AUM)

• NYSEMKT: JPST: $10.11 cardinal (4.1% of AUM)

As of January 23, 2026, shares were priced astatine $29.59, up 8.8% implicit the past twelvemonth and trailing the S&P 500 by 4.24 percent points.

Dividend output stood astatine 6.16% arsenic of January 26, 2026.

Fund held 64 reportable positions with full 13F AUM of $244.80 cardinal arsenic of December 31, 2025.

• Investment strategy targets U.S. dollar-denominated firm bonds that were primitively concern people but person been downgraded to beneath concern grade, known arsenic "fallen angels."

• Portfolio is composed chiefly of precocious output (below concern grade) bonds that were primitively concern grade.

• Operates arsenic a passively managed ETF, tracking a benchmark scale of beneath concern people firm bonds that were rated concern people astatine issuance.

The VanEck Fallen Angel High Yield Bond ETF (ANGL) offers investors targeted entree to the fallen angel conception of the U.S. precocious output enslaved market, with a marketplace capitalization of $3.15 cardinal arsenic of January 2026. The fund's strategy invests astatine slightest 80% of its full assets successful U.S. dollar-denominated beneath concern people firm bonds that were rated concern people astatine the clip of issuance. With a existent output of 6.16% and a one-year full instrumentality of 8.79%, ANGL is positioned arsenic a halfway precocious output allocation for investors seeking income and diversification wrong a transparent, liquid ETF structure.

Elevation Capital, an concern advisory firm, precocious acquired astir $9.8 cardinal worthy of VanEck Fallen Angel High Yield Bond ETF (ANGL) shares during the 4th fourth (the 3 months ending connected Dec. 31, 2025). Here’s what investors request to know.