Lantern Wealth Advisors’s BlackRock US Industry Rotation ETF INRO Stock Holding History

Lantern Wealth Advisors’s Portfolio INRO Stock Details INRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$603K	Buy	+16,383	New	+$598K	0.26%	92

Other funds holding INRO

Scarborough Advisors Annapolis, Maryland $23.9M AUM 12.47% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

A4 Wealth Advisors Huntersville, North Carolina $153M AUM 16.04% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $750M AUM 14.74% 1-Year Est. Return

Braun-Bostich & Associates Canonsburg, Pennsylvania $175M AUM 13.61% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return

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

Lantern Wealth Advisors opened a new position in BlackRock US Industry Rotation ETF (INRO) in Q3 2026: 16,383 shares worth $603K. The stake represents 0.26% of the portfolio and ranks #92 among its holdings.

26 funds tracked by Wall St. Rank hold INRO as of Q3 2026.

Lantern Wealth Advisors held 16,383 shares of BlackRock US Industry Rotation ETF worth $603K as of Q3 2026.
BlackRock US Industry Rotation ETF was a new Lantern Wealth Advisors position in Q3 2026.
BlackRock US Industry Rotation ETF made up 0.26% of Lantern Wealth Advisors's portfolio in Q3 2026, its #92 holding.
26 funds tracked by Wall St. Rank held BlackRock US Industry Rotation ETF as of Q3 2026.

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