Action Point Financial Planning’s iShares Lithium Miners and Producers ETF ILIT Stock Holding History

Action Point Financial Planning’s Portfolio ILIT Stock Details ILIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.5K	Buy	+1,572	New	+$31.2K	﹤0.01%	1027

Other funds holding ILIT

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

FFA

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

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Action Point Financial Planning's ILIT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Lithium Miners and Producers ETF (ILIT) in Q2 2026: 1,572 shares worth $27.5K. The stake represents ﹤0.01% of the portfolio and ranks #1027 among its holdings.

15 funds tracked by Wall St. Rank hold ILIT as of Q2 2026.

Action Point Financial Planning held 1,572 shares of iShares Lithium Miners and Producers ETF worth $27.5K as of Q2 2026.
iShares Lithium Miners and Producers ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Lithium Miners and Producers ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1027 holding.
15 funds tracked by Wall St. Rank held iShares Lithium Miners and Producers ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.