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Lumen Technologies shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of Lumen Technologies (LUMN) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in Lumen Technologies

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All positions including Lumen Technologies held by Holos Integrated Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lumen Technologies by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.4k 385 3.76

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First Trust Laddered Buffer ETF Etf (BUFR)
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First Trust TCW Unconstrained PLUS Bond Etf (UCON)
Legacy Ed Stock (LGCY)
Vanguard Mid Cap Etf (VO)
First Trust Tactical High Yield Etf (HYLS)
Fidelity Limited Term Bond Etf (FLTB)
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SPDR Russell 1000 Yield Focus Etf (ONEY)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator Defined Wealth Shield Etf (BALT)
Schwab US Dividend Equity Etf (SCHD)

View all positions for Holos Integrated Wealth

Top funds holding Lumen Technologies

BlackRock
Vanguard Group
State Street Corporation
Geode Capital Management
Charles Schwab Investment Management
Dimensional Fund Advisors
First Trust Advisors
Citadel Advisors
Renaissance Technologies
Morgan Stanley
Palestra Capital Management
Northern Trust
Goldman Sachs Group
LM Asset
FMR

View all funds holding Lumen Technologies