JNBA Financial Advisors’s Lumentum LITE Stock Holding History

JNBA Financial Advisors’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 Q3	$516K	Sell	531 -455	-46%	-$385K	0.04%	145
2026 Q2	$846K	Buy	+986	New	+$880K	0.06%	112
2022 Q2	–	Sell	-21	Closed	-$2K	–	735
2022 Q1	$2K	Hold	21	–	–	﹤0.01%	637
2021 Q4	$2K	Hold	21	–	–	﹤0.01%	744
2021 Q3	$2K	Hold	21	–	–	﹤0.01%	676
2021 Q2	$2K	Hold	21	–	–	﹤0.01%	628
2021 Q1	$2K	Hold	21	–	–	﹤0.01%	602
2020 Q4	$2K	Hold	21	–	–	﹤0.01%	559
2020 Q3	$2K	Buy	+21	New	+$1.74K	﹤0.01%	519

Other funds holding LITE

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

JNBA Financial Advisors's LITE Position: Q3 2026 in Review

JNBA Financial Advisors reduced its Lumentum (LITE) stake by 46% in Q3 2026, selling an estimated $385K and leaving 531 shares worth $516K. The position accounts for 0.04% of the portfolio, ranked #145.

JNBA Financial Advisors first reported a position in LITE in Q3 2020 and has held it in 9 quarters since. The position peaked at $846K in Q2 2026. 816 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

JNBA Financial Advisors held 531 shares of Lumentum worth $516K as of Q3 2026.
JNBA Financial Advisors sold 455 Lumentum shares in Q3 2026, an estimated $385K.
Lumentum made up 0.04% of JNBA Financial Advisors's portfolio in Q3 2026, its #145 holding.
JNBA Financial Advisors first reported a position in Lumentum in Q3 2020 and has held it in 9 quarters since.
JNBA Financial Advisors's Lumentum position peaked at $846K in Q2 2026.
816 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on JNBA Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.