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	-2	Closed	-$29	–	2783
2026 Q1	$29	Buy	+2	New	+$27	﹤0.01%	2612
2025 Q4	–	Hold	0	–	–	–	2551
2025 Q3	–	Hold	0	–	–	–	2702

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

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 2 shares — an estimated $29 sold.

True Wealth Design first reported a position in LFT in Q1 2026 and held it in 1 quarter. The position peaked at $29 in Q1 2026. 49 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 2 Lument Finance Trust shares in Q2 2026, an estimated $29.
True Wealth Design first reported a position in Lument Finance Trust in Q1 2026 and held it in 1 quarter.
True Wealth Design's Lument Finance Trust position peaked at $29 in Q1 2026.
49 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.