Elevated Financial Group’s Lumentum LITE Stock Holding History

Elevated Financial Group’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	$598K	Buy	+697	New	+$622K	0.16%	67

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

Elevated Financial Group's LITE Position: Q2 2026 in Review

Elevated Financial Group opened a new position in Lumentum (LITE) in Q2 2026: 697 shares worth $598K. The stake represents 0.16% of the portfolio and ranks #67 among its holdings.

1,311 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Elevated Financial Group held 697 shares of Lumentum worth $598K as of Q2 2026.
Lumentum was a new Elevated Financial Group position in Q2 2026.
Lumentum made up 0.16% of Elevated Financial Group's portfolio in Q2 2026, its #67 holding.
1,311 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.