Creative Financial Designs’s Lumentum LITE Stock Holding History

Creative Financial Designs’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	$55.8K	Buy	65 +60	+1,200%	+$53.5K	﹤0.01%	977
2026 Q1	$3.51K	Hold	5	–	–	﹤0.01%	1672
2025 Q4	$1.84K	Hold	5	–	–	﹤0.01%	1696
2025 Q3	$814	Hold	5	–	–	﹤0.01%	1837
2025 Q2	$475	Sell	5 -5	-50%	-$355	﹤0.01%	1895
2025 Q1	$623	Buy	10 +5	+100%	+$385	﹤0.01%	1876
2024 Q4	$420	Hold	5	–	–	﹤0.01%	1742
2024 Q3	$317	Hold	5	–	–	﹤0.01%	1639
2024 Q2	$255	Hold	5	–	–	﹤0.01%	1601
2024 Q1	$237	Hold	5	–	–	﹤0.01%	1620
2023 Q4	$262	Hold	5	–	–	﹤0.01%	1561
2023 Q3	$226	Buy	+5	New	+$254	﹤0.01%	1464

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

Creative Financial Designs's LITE Position: Q2 2026 in Review

Creative Financial Designs increased its Lumentum (LITE) stake by 1,200% in Q2 2026, buying an estimated $53.5K and bringing the position to 65 shares worth $55.8K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Creative Financial Designs first reported a position in LITE in Q3 2023 and has held it in 12 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Creative Financial Designs held 65 shares of Lumentum worth $55.8K as of Q2 2026.
Creative Financial Designs bought 60 Lumentum shares in Q2 2026, an estimated $53.5K.
Lumentum made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #977 holding.
Creative Financial Designs first reported a position in Lumentum in Q3 2023 and has held it in 12 quarters since.
1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.