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Independent Solutions Wealth Management’s Lumentum LITE Stock Holding History

Independent Solutions Wealth Management’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 		$343K Hold
400
– – 0.04% 161
2026
Q1 		$281K Buy
+400
New +$220K 0.04% 165

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Independent Solutions Wealth Management's LITE Position: Q2 2026 in Review

Independent Solutions Wealth Management held its Lumentum (LITE) position steady in Q2 2026 at 400 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #161.

Independent Solutions Wealth Management first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Independent Solutions Wealth Management held 400 shares of Lumentum worth $343K as of Q2 2026.
  • Independent Solutions Wealth Management left its Lumentum share count unchanged in Q2 2026.
  • Lumentum made up 0.04% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Independent Solutions Wealth Management first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.