B.O.S.S. Retirement Advisors’s Lumentum LITE Stock Holding History

B.O.S.S. Retirement Advisors’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
2026 Q2	–	Sell	-516	Closed	-$363K	–	168
2026 Q1	$363K	Sell	516 -162	-24%	-$89K	0.11%	120
2025 Q4	$250K	Buy	+678	New	+$174K	0.08%	151

Other funds holding LITE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

B.O.S.S. Retirement Advisors's LITE Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors sold out of Lumentum (LITE) in Q2 2026, closing a stake of 516 shares — an estimated $363K sold.

B.O.S.S. Retirement Advisors first reported a position in LITE in Q4 2025 and held it in 2 quarters. The position peaked at $363K in Q1 2026. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

B.O.S.S. Retirement Advisors reported no remaining Lumentum position as of Q2 2026 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 516 Lumentum shares in Q2 2026, an estimated $363K.
B.O.S.S. Retirement Advisors first reported a position in Lumentum in Q4 2025 and held it in 2 quarters.
B.O.S.S. Retirement Advisors's Lumentum position peaked at $363K in Q1 2026.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.