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 Hold
5
– – ﹤0.01% 5036
2026
Q1 		$63 Buy
5
+2
+67% +$27 ﹤0.01% 4804
2025
Q4 		$41 Sell
3
-4
-57% -$64 ﹤0.01% 4721
2025
Q3 		$135 Buy
+7
New +$154 ﹤0.01% 4480

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Russell Investments Group
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Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IFP Advisors's LFT Position: Q2 2026 in Review

IFP Advisors held its Lument Finance Trust (LFT) position steady in Q2 2026 at 5 shares worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #5036.

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. 49 funds tracked by Wall St. Rank hold LFT as of Q2 2026.

  • IFP Advisors held 5 shares of Lument Finance Trust worth $41 as of Q2 2026.
  • IFP Advisors left its Lument Finance Trust share count unchanged in Q2 2026.
  • Lument Finance Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5036 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.
  • 49 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.