Albion Financial Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Albion Financial Group’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	$2.04K	Hold	26	–	–	﹤0.01%	545
2026 Q1	$1.93K	Hold	26	–	–	﹤0.01%	571
2025 Q4	$1.69K	Hold	26	–	–	﹤0.01%	553
2025 Q3	$1.48K	Hold	26	–	–	﹤0.01%	557
2025 Q2	$999	Hold	26	–	–	﹤0.01%	527
2025 Q1	$1.01K	Hold	26	–	–	﹤0.01%	537
2024 Q4	$1.06K	Hold	26	–	–	﹤0.01%	612
2024 Q3	$1.13K	Hold	26	–	–	﹤0.01%	450
2024 Q2	$1.01K	Hold	26	–	–	﹤0.01%	458
2024 Q1	$1.18K	Sell	26 -77	-75%	-$3.43K	﹤0.01%	444
2023 Q4	$5.25K	Buy	103 +77	+296%	+$3.82K	﹤0.01%	347
2023 Q3	$1.44K	Hold	26	–	–	﹤0.01%	399
2023 Q2	$1.69K	Hold	26	–	–	﹤0.01%	390
2023 Q1	$1.65K	Hold	26	–	–	﹤0.01%	377
2022 Q4	$1.52K	Sell	26 -55	-68%	-$3.67K	﹤0.01%	402
2022 Q3	$5K	Buy	81 +20	+33%	+$1.49K	﹤0.01%	348
2022 Q2	$4K	Buy	61 +6	+11%	+$427	﹤0.01%	368
2022 Q1	$4K	Hold	55	–	–	﹤0.01%	431
2021 Q4	$5K	Buy	+55	New	+$4.88K	﹤0.01%	453

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CWM

Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPIA

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

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

Albion Financial Group's LIT Position: Q2 2026 in Review

Albion Financial Group held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 26 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Albion Financial Group first reported a position in LIT in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.25K in Q4 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Albion Financial Group held 26 shares of Global X Lithium & Battery Tech ETF worth $2.04K as of Q2 2026.
Albion Financial Group left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #545 holding.
Albion Financial Group first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 19 quarters since.
Albion Financial Group's Global X Lithium & Battery Tech ETF position peaked at $5.25K in Q4 2023.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.