Avantax Advisory Services’s Lumentum LITE Stock Holding History

Avantax 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 Q2	$217K	Buy	+2,279	New	+$162K	﹤0.01%	2149
2024 Q3	–	Sell	-6,008	Closed	-$306K	–	2170
2024 Q2	$306K	Buy	+6,008	New	+$272K	﹤0.01%	1685
2020 Q4	–	Sell	-3,292	Closed	-$253K	–	1168
2020 Q3	$253K	Buy	+3,292	New	+$273K	﹤0.01%	1106

Other funds holding LITE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Avantax Advisory Services's LITE Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Lumentum (LITE) in Q2 2025: 2,279 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #2149 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in LITE as recently as Q2 2024.

Avantax Advisory Services first reported a position in LITE in Q3 2020 and has held it in 3 quarters since. The position peaked at $306K in Q2 2024. 482 funds tracked by Wall St. Rank hold LITE as of Q2 2025.

Avantax Advisory Services held 2,279 shares of Lumentum worth $217K as of Q2 2025.
Lumentum was a new Avantax Advisory Services position in Q2 2025.
Lumentum made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2149 holding.
Avantax Advisory Services first reported a position in Lumentum in Q3 2020 and has held it in 3 quarters since.
Avantax Advisory Services's Lumentum position peaked at $306K in Q2 2024.
482 funds tracked by Wall St. Rank held Lumentum as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.