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

Lantern 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 Q2	$396K	Hold	13,558	–	–	0.18%	128
2026 Q1	$389K	Sell	13,558 -500	-4%	-$14.7K	0.2%	118
2025 Q4	$413K	Sell	14,058 -3,676	-21%	-$108K	0.22%	108
2025 Q3	$527K	Buy	17,734 +3,955	+29%	+$116K	0.28%	90
2025 Q2	$403K	Buy	+13,779	New	+$392K	0.24%	94
2024 Q4	$364K	Buy	+12,711	New	+$369K	0.24%	89

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Lantern Wealth Advisors's ANGL Position: Q2 2026 in Review

Lantern Wealth Advisors held its VanEck Fallen Angel High Yield Bond ETF (ANGL) position steady in Q2 2026 at 13,558 shares worth $396K. The position accounts for 0.18% of the portfolio, ranked #128.

Lantern Wealth Advisors first reported a position in ANGL in Q4 2024 and has held it in 6 quarters since. The position peaked at $527K in Q3 2025. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Lantern Wealth Advisors held 13,558 shares of VanEck Fallen Angel High Yield Bond ETF worth $396K as of Q2 2026.
Lantern Wealth Advisors left its VanEck Fallen Angel High Yield Bond ETF share count unchanged in Q2 2026.
VanEck Fallen Angel High Yield Bond ETF made up 0.18% of Lantern Wealth Advisors's portfolio in Q2 2026, its #128 holding.
Lantern Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
Lantern Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $527K in Q3 2025.
333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.