Anchor Investment Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Anchor Investment 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 Q1	$21.2K	Buy	286 +1	+0.4%	+$72	﹤0.01%	731
2025 Q4	$18.5K	Hold	285	–	–	﹤0.01%	738
2025 Q3	$16.2K	Hold	285	–	–	﹤0.01%	754
2025 Q2	$10.9K	Hold	285	–	–	﹤0.01%	788
2025 Q1	$11.1K	Hold	285	–	–	﹤0.01%	775
2024 Q4	$11.6K	Hold	285	–	–	﹤0.01%	776
2024 Q3	$12.4K	Hold	285	–	–	﹤0.01%	752
2024 Q2	$11.1K	Hold	285	–	–	﹤0.01%	731
2024 Q1	$12.9K	Hold	285	–	–	﹤0.01%	735
2023 Q4	$14.5K	Hold	285	–	–	﹤0.01%	692
2023 Q3	$15.7K	Hold	285	–	–	﹤0.01%	685
2023 Q2	$18.5K	Hold	285	–	–	﹤0.01%	658
2023 Q1	$18.1K	Hold	285	–	–	﹤0.01%	674
2022 Q4	$16.7K	Hold	285	–	–	﹤0.01%	663
2022 Q3	$18.8K	Hold	285	–	–	﹤0.01%	644
2022 Q2	$20.7K	Hold	285	–	–	﹤0.01%	645
2022 Q1	$21.9K	Buy	285 +15	+6%	+$1.15K	﹤0.01%	651
2021 Q4	$22.8K	Hold	270	–	–	﹤0.01%	676
2021 Q3	$22.1K	Hold	270	–	–	﹤0.01%	632
2021 Q2	$19.6K	Hold	270	–	–	﹤0.01%	663
2021 Q1	$15.8K	Buy	270 +220	+440%	+$14.4K	﹤0.01%	651
2020 Q4	$3.1K	Hold	50	–	–	﹤0.01%	810
2020 Q3	$2K	Hold	50	–	–	﹤0.01%	817
2020 Q2	$1.58K	Hold	50	–	–	﹤0.01%	806
2020 Q1	$1.09K	Hold	50	–	–	﹤0.01%	809
2019 Q4	$1.37K	Hold	50	–	–	﹤0.01%	793
2019 Q3	$1.22K	Hold	50	–	–	﹤0.01%	776
2019 Q2	$1.3K	Hold	50	–	–	﹤0.01%	769
2019 Q1	$1.42K	Hold	50	–	–	﹤0.01%	759
2018 Q4	$1.35K	Hold	50	–	–	﹤0.01%	782
2018 Q3	$1.65K	Hold	50	–	–	﹤0.01%	788
2018 Q2	$1.63K	Hold	50	–	–	﹤0.01%	802
2018 Q1	$1.65K	Hold	50	–	–	﹤0.01%	772
2017 Q4	$1.94K	Buy	+50	New	+$1.97K	﹤0.01%	768

Other funds holding LIT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Anchor Investment Management's LIT Position: Q1 2026 in Review

Anchor Investment Management increased its Global X Lithium & Battery Tech ETF (LIT) stake by 0.35% in Q1 2026, buying an estimated $72 and bringing the position to 286 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Anchor Investment Management first reported a position in LIT in Q4 2017 and has held it in 34 quarters since. The position peaked at $22.8K in Q4 2021. 280 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

Anchor Investment Management held 286 shares of Global X Lithium & Battery Tech ETF worth $21.2K as of Q1 2026.
Anchor Investment Management bought 1 Global X Lithium & Battery Tech ETF share in Q1 2026, an estimated $72.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #731 holding.
Anchor Investment Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and has held it in 34 quarters since.
Anchor Investment Management's Global X Lithium & Battery Tech ETF position peaked at $22.8K in Q4 2021.
280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.