Lantern Wealth Advisors
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Lantern Wealth Advisors’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Lantern Wealth Advisors’s Portfolio IDEF Stock Details IDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$390K Buy
+12,491
New +$408K 0.17% 131

Other funds holding IDEF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lantern Wealth Advisors's IDEF Position: Q3 2026 in Review

Lantern Wealth Advisors opened a new position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) in Q3 2026: 12,491 shares worth $390K. The stake represents 0.17% of the portfolio and ranks #131 among its holdings.

181 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

  • Lantern Wealth Advisors held 12,491 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $390K as of Q3 2026.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF was a new Lantern Wealth Advisors position in Q3 2026.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.17% of Lantern Wealth Advisors's portfolio in Q3 2026, its #131 holding.
  • 181 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.