Prospera Financial Services’s Lumentum LITE Stock Holding History

Prospera Financial Services’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	$1.23M	Buy	1,432 +458	+47%	+$409K	0.02%	681
2026 Q1	$684K	Buy	+974	New	+$535K	0.01%	877
2023 Q3	–	Sell	-3,530	Closed	-$200K	–	1040
2023 Q2	$200K	Buy	+3,530	New	+$176K	0.01%	959
2023 Q1	–	Sell	-3,836	Closed	-$200K	–	983
2022 Q4	$200K	Sell	3,836 -111	-3%	-$6.82K	0.01%	846
2022 Q3	$271K	Sell	3,947 -2,402	-38%	-$199K	0.01%	679
2022 Q2	$504K	Buy	6,349 +2,164	+52%	+$185K	0.03%	510
2022 Q1	$408K	Sell	4,185 -562	-12%	-$55K	0.02%	653
2021 Q4	$502K	Sell	4,747 -2,763	-37%	-$252K	0.02%	568
2021 Q3	$627K	Sell	7,510 -137	-2%	-$11.5K	0.03%	476
2021 Q2	$628K	Sell	7,647 -212	-3%	-$17.8K	0.03%	471
2021 Q1	$718K	Buy	7,859 +2,849	+57%	+$264K	0.04%	411
2020 Q4	$475K	Buy	5,010 +4,900	+4,455%	+$423K	0.03%	430
2020 Q3	$8K	Sell	110 -3,320	-97%	-$275K	﹤0.01%	1172
2020 Q2	$279K	Buy	+3,430	New	+$261K	0.02%	464

Other funds holding LITE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Prospera Financial Services's LITE Position: Q2 2026 in Review

Prospera Financial Services increased its Lumentum (LITE) stake by 47% in Q2 2026, buying an estimated $409K and bringing the position to 1,432 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #681.

Prospera Financial Services first reported a position in LITE in Q2 2020 and has held it in 14 quarters since. 1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Prospera Financial Services held 1,432 shares of Lumentum worth $1.23M as of Q2 2026.
Prospera Financial Services bought 458 Lumentum shares in Q2 2026, an estimated $409K.
Lumentum made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #681 holding.
Prospera Financial Services first reported a position in Lumentum in Q2 2020 and has held it in 14 quarters since.
1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.