Activest Wealth Management
LIT icon

Activest Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Activest Wealth Management’s Portfolio LIT Stock Details LIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-665
Closed -$52.1K – 1235
2026
Q2 		$52.1K Sell
665
-1,035
-61% -$85.6K 0.01% 272
2026
Q1 		$126K Hold
1,700
– – 0.02% 200
2025
Q4 		$110K Hold
1,700
– – 0.02% 210
2025
Q3 		$96.6K Buy
1,700
+1
+0.1% +$46 0.02% 188
2025
Q2 		$65.2K Hold
1,699
– – 0.02% 180
2025
Q1 		$65.9K Sell
1,699
-999
-37% -$41K 0.02% 170
2024
Q4 		$110K Hold
2,698
– – 0.03% 115
2024
Q3 		$118K Buy
2,698
+1
+0% +$38 0.04% 111
2024
Q2 		$105K Buy
2,697
+1,714
+174% +$74.7K 0.03% 124
2024
Q1 		$44.5K Buy
983
+2
+0.2% +$89 0.02% 123
2023
Q4 		$50K Hold
981
– – 0.03% 99
2023
Q3 		$54.1K Buy
+981
New +$59.9K 0.03% 87
2023
Q2 		– Sell
-937
Closed -$59.1K – 368
2023
Q1 		$59.1K Sell
937
-4,094
-81% -$264K 0.04% 78
2022
Q4 		$332K Buy
5,031
+970
+24% +$64.8K 0.1% 64
2022
Q3 		$283K Buy
4,061
+3,125
+334% +$232K 0.09% 64
2022
Q2 		$68K Buy
936
+20
+2% +$1.42K 0.05% 82
2022
Q1 		$70K Buy
916
+1
+0.1% +$77 0.05% 84
2021
Q4 		$77K Sell
915
-480
-34% -$42.6K 0.05% 91
2021
Q3 		$114K Buy
1,395
+357
+34% +$29.3K 0.08% 72
2021
Q2 		$75K Sell
1,038
-435
-30% -$28K 0.06% 83
2021
Q1 		$87K Buy
+1,473
New +$96.2K 0.07% 74

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Whitcomb & Hess
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Lake Hills Wealth Management
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Activest Wealth Management's LIT Position: Q3 2026 in Review

Activest Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2026, closing a stake of 665 shares — an estimated $52.1K sold.

Activest Wealth Management first reported a position in LIT in Q1 2021 and held it in 21 quarters. The position peaked at $332K in Q4 2022. 156 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

  • Activest Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 665 Global X Lithium & Battery Tech ETF shares in Q3 2026, an estimated $52.1K.
  • Activest Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 21 quarters.
  • Activest Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $332K in Q4 2022.
  • 156 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.