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

Axxcess 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 		$1.05M Buy
+13,382
New +$1.11M 0.02% 519
2026
Q1 		– Sell
-13,348
Closed -$866K – 736
2025
Q4 		$866K Hold
13,348
– – 0.02% 537
2025
Q3 		$759K Sell
13,348
-50
-0.4% -$2.3K 0.02% 511
2025
Q2 		$514K Buy
13,398
+250
+2% +$9.23K 0.01% 589
2025
Q1 		$510K Buy
13,148
+2,062
+19% +$84.5K 0.01% 547
2024
Q4 		$452K Buy
11,086
+4,888
+79% +$215K 0.01% 565
2024
Q3 		$270K Sell
6,198
-421
-6% -$16K 0.01% 724
2024
Q2 		$257K Sell
6,619
-50
-0.7% -$2.18K 0.01% 701
2024
Q1 		$302K Sell
6,669
-6,814
-51% -$304K 0.01% 663
2023
Q4 		$687K Sell
13,483
-4,181
-24% -$207K 0.02% 437
2023
Q3 		$975K Buy
17,664
+992
+6% +$60.6K 0.03% 324
2023
Q2 		$1.08M Buy
16,672
+5,165
+45% +$322K 0.08% 213
2023
Q1 		$731K Buy
11,507
+3,399
+42% +$219K 0.06% 287
2022
Q4 		$475K Buy
8,108
+134
+2% +$8.95K 0.04% 363
2022
Q3 		$527K Buy
7,974
+364
+5% +$27K 0.05% 308
2022
Q2 		$553K Buy
7,610
+973
+15% +$69.2K 0.05% 291
2022
Q1 		$511K Buy
6,637
+3,268
+97% +$250K 0.04% 353
2021
Q4 		$284K Buy
+3,369
New +$299K 0.02% 485

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WH
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q2 2026: 13,382 shares worth $1.05M. The stake represents 0.02% of the portfolio and ranks #519 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in LIT as recently as Q4 2025.

Axxcess Wealth Management first reported a position in LIT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.08M in Q2 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Axxcess Wealth Management held 13,382 shares of Global X Lithium & Battery Tech ETF worth $1.05M as of Q2 2026.
  • Global X Lithium & Battery Tech ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Global X Lithium & Battery Tech ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #519 holding.
  • Axxcess Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $1.08M in Q2 2023.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.