B. Riley Wealth Advisors’s Lumentum LITE Stock Holding History

B. Riley Wealth 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	$1.34M	Buy	1,578 +213	+16%	+$190K	0.07%	243
2026 Q1	$894K	Buy	+1,365	New	+$750K	0.06%	309
2024 Q1	–	Sell	-11,677	Closed	-$612K	–	1493
2023 Q4	$612K	Buy	+11,677	New	+$509K	0.02%	716
2022 Q2	–	Sell	-2,226	Closed	-$218K	–	1320
2022 Q1	$218K	Buy	+2,226	New	+$218K	0.01%	1172

Other funds holding LITE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MLCM

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

JSC

Jackson Square Capital San Francisco, California $719M AUM 144.18% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

B. Riley Wealth Advisors's LITE Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Lumentum (LITE) stake by 16% in Q2 2026, buying an estimated $190K and bringing the position to 1,578 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #243.

B. Riley Wealth Advisors first reported a position in LITE in Q1 2022 and has held it in 4 quarters since. 209 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

B. Riley Wealth Advisors held 1,578 shares of Lumentum worth $1.34M as of Q2 2026.
B. Riley Wealth Advisors bought 213 Lumentum shares in Q2 2026, an estimated $190K.
Lumentum made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #243 holding.
B. Riley Wealth Advisors first reported a position in Lumentum in Q1 2022 and has held it in 4 quarters since.
209 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.