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Wealth Enhancement Trust Services’s Lumentum LITE Stock Holding History

Wealth Enhancement Trust 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 		$311K Buy
362
+17
+5% +$15.2K 0.03% 249
2026
Q1 		$242K Sell
345
-15
-4% -$8.24K 0.03% 264
2025
Q4 		$133K Buy
+360
New +$92.5K 0.02% 298

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Wealth Enhancement Trust Services's LITE Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Lumentum (LITE) stake by 4.9% in Q2 2026, buying an estimated $15.2K and bringing the position to 362 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #249.

Wealth Enhancement Trust Services first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 897 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Wealth Enhancement Trust Services held 362 shares of Lumentum worth $311K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 17 Lumentum shares in Q2 2026, an estimated $15.2K.
  • Lumentum made up 0.03% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #249 holding.
  • Wealth Enhancement Trust Services first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • 897 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.