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 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 $1.37T 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Lantern Wealth Advisors reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 3.6% in Q1 2026, selling an estimated $14.7K and leaving 13,558 shares worth $389K. The position accounts for 0.2% of the portfolio, ranked #118.

Lantern Wealth Advisors first reported a position in ANGL in Q4 2024 and has held it in 5 quarters since. The position peaked at $527K in Q3 2025. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Lantern Wealth Advisors held 13,558 shares of VanEck Fallen Angel High Yield Bond ETF worth $389K as of Q1 2026.
Lantern Wealth Advisors sold 500 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $14.7K.
VanEck Fallen Angel High Yield Bond ETF made up 0.2% of Lantern Wealth Advisors's portfolio in Q1 2026, its #118 holding.
Lantern Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2024 and has held it in 5 quarters since.
Lantern Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $527K in Q3 2025.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

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