J.W. Cole Advisors’s Lument Finance Trust LFT Stock Holding History

J.W. Cole 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	$34.6K	Buy	+37,591	New	+$42.8K	﹤0.01%	1572
2026 Q1	–	Sell	-41,939	Closed	-$59.1K	–	1173
2025 Q4	$59.1K	Buy	41,939 +238	+0.6%	+$380	﹤0.01%	1407
2025 Q3	$84.2K	Buy	41,701 +296	+0.7%	+$650	﹤0.01%	1499
2025 Q2	$91.5K	Sell	41,405 -3,678	-8%	-$9.26K	﹤0.01%	1412
2025 Q1	$118K	Buy	+45,083	New	+$121K	﹤0.01%	1198
2020 Q4	–	Sell	-40,935	Closed	-$112K	–	768
2020 Q3	$112K	Buy	+40,935	New	+$101K	0.01%	726

Other funds holding LFT

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

J.W. Cole Advisors's LFT Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Lument Finance Trust (LFT) in Q2 2026: 37,591 shares worth $34.6K. The stake represents ﹤0.01% of the portfolio and ranks #1572 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in LFT as recently as Q4 2025.

J.W. Cole Advisors first reported a position in LFT in Q3 2020 and has held it in 6 quarters since. The position peaked at $118K in Q1 2025. 52 funds tracked by Wall St. Rank hold LFT as of Q2 2026.

J.W. Cole Advisors held 37,591 shares of Lument Finance Trust worth $34.6K as of Q2 2026.
Lument Finance Trust was a new J.W. Cole Advisors position in Q2 2026.
Lument Finance Trust made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1572 holding.
J.W. Cole Advisors first reported a position in Lument Finance Trust in Q3 2020 and has held it in 6 quarters since.
J.W. Cole Advisors's Lument Finance Trust position peaked at $118K in Q1 2025.
52 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.