IA
LFT

IFP Advisors’s Lument Finance Trust LFT Stock Holding History

IFP Advisors’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41 Sell
45
-5
-10% -$6 ﹤0.01% 5038
2026
Q1 		$63 Buy
50
+21
+72% +$28 ﹤0.01% 4804
2025
Q4 		$41 Sell
29
-38
-57% -$61 ﹤0.01% 4721
2025
Q3 		$135 Buy
+67
New +$147 ﹤0.01% 4480

Other funds holding LFT

1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors's LFT Position: Q2 2026 in Review

IFP Advisors reduced its Lument Finance Trust (LFT) stake by 10% in Q2 2026, selling an estimated $6 and leaving 45 shares worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #5038.

IFP Advisors first reported a position in LFT in Q3 2025 and has held it in 4 quarters since. The position peaked at $135 in Q3 2025. 4 funds tracked by Wall St. Rank hold LFT as of Q2 2026.

  • IFP Advisors held 45 shares of Lument Finance Trust worth $41 as of Q2 2026.
  • IFP Advisors sold 5 Lument Finance Trust shares in Q2 2026, an estimated $6.
  • Lument Finance Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5038 holding.
  • IFP Advisors first reported a position in Lument Finance Trust in Q3 2025 and has held it in 4 quarters since.
  • IFP Advisors's Lument Finance Trust position peaked at $135 in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.