Aptus Capital Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Aptus Capital Advisors’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	$38.7K	Hold	495	–	–	﹤0.01%	1420
2026 Q1	$36.8K	Hold	495	–	–	﹤0.01%	1309
2025 Q4	$32.1K	Hold	495	–	–	﹤0.01%	1351
2025 Q3	$28.1K	Hold	495	–	–	﹤0.01%	1306
2025 Q2	$19K	Hold	495	–	–	﹤0.01%	1290
2025 Q1	$19.2K	Buy	495 +150	+43%	+$6.15K	﹤0.01%	1210
2024 Q4	$14.1K	Sell	345 -1	-0.3%	-$44	﹤0.01%	1251
2024 Q3	$15.1K	Hold	346	–	–	﹤0.01%	1064
2024 Q2	$13.4K	Hold	346	–	–	﹤0.01%	1009
2024 Q1	$15.7K	Buy	346 +246	+246%	+$11K	﹤0.01%	995
2023 Q4	$5.09K	Sell	100 -101	-50%	-$5.01K	﹤0.01%	836
2023 Q3	$11.1K	Hold	201	–	–	﹤0.01%	797
2023 Q2	$13.1K	Sell	201 -17	-8%	-$1.06K	﹤0.01%	682
2023 Q1	$13.9K	Buy	+218	New	+$14.1K	﹤0.01%	661
2022 Q4	–	Sell	-300	Closed	-$20K	–	823
2022 Q3	$20K	Buy	+300	New	+$22.3K	﹤0.01%	616
2022 Q2	–	Sell	-500	Closed	-$38K	–	704
2022 Q1	$38K	Sell	500 -460	-48%	-$35.2K	﹤0.01%	527
2021 Q4	$81K	Buy	+960	New	+$85.1K	﹤0.01%	404

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

Aptus Capital Advisors's LIT Position: Q2 2026 in Review

Aptus Capital Advisors held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 495 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Aptus Capital Advisors first reported a position in LIT in Q4 2021 and has held it in 17 quarters since. The position peaked at $81K in Q4 2021. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Aptus Capital Advisors held 495 shares of Global X Lithium & Battery Tech ETF worth $38.7K as of Q2 2026.
Aptus Capital Advisors 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 Aptus Capital Advisors's portfolio in Q2 2026, its #1420 holding.
Aptus Capital Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 17 quarters since.
Aptus Capital Advisors's Global X Lithium & Battery Tech ETF position peaked at $81K in Q4 2021.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.