SHP Wealth Management’s Lument Finance Trust LFT Stock Holding History

SHP Wealth Management’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	$920	Buy	+1,000	New	+$1.14K	﹤0.01%	1619

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

SHP Wealth Management's LFT Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Lument Finance Trust (LFT) in Q2 2026: 1,000 shares worth $920. The stake represents ﹤0.01% of the portfolio and ranks #1619 among its holdings.

52 funds tracked by Wall St. Rank hold LFT as of Q2 2026.

SHP Wealth Management held 1,000 shares of Lument Finance Trust worth $920 as of Q2 2026.
Lument Finance Trust was a new SHP Wealth Management position in Q2 2026.
Lument Finance Trust made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1619 holding.
52 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.