AWM
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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
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 +$96.3K 0.07% 74

Other funds holding LIT

WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Activest Wealth Management's LIT Position: Q2 2026 in Review

Activest Wealth Management reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 61% in Q2 2026, selling an estimated $85.6K and leaving 665 shares worth $52.1K. The position accounts for 0.01% of the portfolio, ranked #272.

Activest Wealth Management first reported a position in LIT in Q1 2021 and has held it in 21 quarters since. The position peaked at $332K in Q4 2022. 99 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Activest Wealth Management held 665 shares of Global X Lithium & Battery Tech ETF worth $52.1K as of Q2 2026.
  • Activest Wealth Management sold 1,035 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $85.6K.
  • Global X Lithium & Battery Tech ETF made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #272 holding.
  • Activest Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and has held it in 21 quarters since.
  • Activest Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $332K in Q4 2022.
  • 99 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.