True Wealth Design’s Lument Finance Trust LFT Stock Holding History

True Wealth Design’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	–	Sell	-23	Closed	-$29	–	2783
2026 Q1	$29	Buy	23 +21	+1,050%	+$28	﹤0.01%	2612
2025 Q4	$3	Sell	2 -1	-33%	-$2	﹤0.01%	2551
2025 Q3	$7	Buy	+3	New	+$7	﹤0.01%	2702

Other funds holding LFT

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's LFT Position: Q2 2026 in Review

True Wealth Design sold out of Lument Finance Trust (LFT) in Q2 2026, closing a stake of 23 shares — an estimated $29 sold.

True Wealth Design first reported a position in LFT in Q3 2025 and held it in 3 quarters. The position peaked at $29 in Q1 2026. 4 funds tracked by Wall St. Rank hold LFT as of Q2 2026.

True Wealth Design reported no remaining Lument Finance Trust position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 23 Lument Finance Trust shares in Q2 2026, an estimated $29.
True Wealth Design first reported a position in Lument Finance Trust in Q3 2025 and held it in 3 quarters.
True Wealth Design's Lument Finance Trust position peaked at $29 in Q1 2026.
4 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.