KA
LITE icon

Kovack Advisors’s Lumentum LITE Stock Holding History

Kovack 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
Q2 		– Sell
-311
Closed -$288K – 1112
2026
Q1 		$288K Buy
+311
New +$171K 0.02% 770
2022
Q4 		– Sell
-3,317
Closed -$227K – 607
2022
Q3 		$227K Buy
3,317
+45
+1% +$3.73K 0.03% 487
2022
Q2 		$260K Sell
3,272
-25
-0.8% -$2.14K 0.03% 489
2022
Q1 		$321K Sell
3,297
-148
-4% -$14.5K 0.03% 508
2021
Q4 		$364K Buy
3,445
+3
+0.1% +$273 0.04% 468
2021
Q3 		$288K Sell
3,442
-278
-7% -$23.3K 0.03% 546
2021
Q2 		$305K Buy
3,720
+219
+6% +$18.4K 0.03% 511
2021
Q1 		$320K Buy
+3,501
New +$324K 0.04% 434

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Kovack Advisors's LITE Position: Q2 2026 in Review

Kovack Advisors sold out of Lumentum (LITE) in Q2 2026, closing a stake of 311 shares — an estimated $288K sold.

Kovack Advisors first reported a position in LITE in Q1 2021 and held it in 8 quarters. The position peaked at $364K in Q4 2021. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Kovack Advisors reported no remaining Lumentum position as of Q2 2026 after selling out during the quarter.
  • Kovack Advisors sold 311 Lumentum shares in Q2 2026, an estimated $288K.
  • Kovack Advisors first reported a position in Lumentum in Q1 2021 and held it in 8 quarters.
  • Kovack Advisors's Lumentum position peaked at $364K in Q4 2021.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.