Ameritas Advisory Services’s Lumentum LITE Stock Holding History

Ameritas Advisory Services’s Portfolio LITE Stock Details LITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11	Closed	-$1.05K	–	2586
2025 Q2	$1.05K	Buy	+11	New	+$781	﹤0.01%	2614
2023 Q2	–	Sell	-209	Closed	-$9.96K	–	1690
2023 Q1	$9.96K	Buy	+209	New	+$11.7K	﹤0.01%	1891
2022 Q2	–	Sell	-87,041	Closed	-$8.49M	–	833
2022 Q1	$8.49M	Sell	87,041 -14,796	-15%	-$1.45M	0.31%	59
2021 Q4	$10.8M	Buy	+101,837	New	+$9.27M	0.39%	53

Other funds holding LITE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ameritas Advisory Services's LITE Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Lumentum (LITE) in Q3 2025, closing a stake of 11 shares — an estimated $1.05K sold.

Ameritas Advisory Services first reported a position in LITE in Q4 2021 and held it in 4 quarters. The position peaked at $10.8M in Q4 2021. 588 funds tracked by Wall St. Rank hold LITE as of Q3 2025.

Ameritas Advisory Services reported no remaining Lumentum position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 11 Lumentum shares in Q3 2025, an estimated $1.05K.
Ameritas Advisory Services first reported a position in Lumentum in Q4 2021 and held it in 4 quarters.
Ameritas Advisory Services's Lumentum position peaked at $10.8M in Q4 2021.
588 funds tracked by Wall St. Rank held Lumentum as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.