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BankPlus Trust Department’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

BankPlus Trust Department’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 		$65.9K Buy
842
+387
+85% +$32K 0.02% 253
2026
Q1 		$33.8K Buy
455
+145
+47% +$10.4K 0.01% 296
2025
Q4 		$20.1K Hold
310
– – 0.01% 324
2025
Q3 		$17.6K Hold
310
– – ﹤0.01% 330
2025
Q2 		$11.9K Hold
310
– – ﹤0.01% 341
2025
Q1 		$12K Hold
310
– – ﹤0.01% 340
2024
Q4 		$12.6K Buy
+310
New +$13.7K ﹤0.01% 321

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
BW Gestao de Investimentos
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 $467M AUM 13.43% 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
Steward Partners Investment Advisory
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

BankPlus Trust Department's LIT Position: Q2 2026 in Review

BankPlus Trust Department increased its Global X Lithium & Battery Tech ETF (LIT) stake by 85% in Q2 2026, buying an estimated $32K and bringing the position to 842 shares worth $65.9K. The position accounts for 0.02% of the portfolio, ranked #253.

BankPlus Trust Department first reported a position in LIT in Q4 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • BankPlus Trust Department held 842 shares of Global X Lithium & Battery Tech ETF worth $65.9K as of Q2 2026.
  • BankPlus Trust Department bought 387 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $32K.
  • Global X Lithium & Battery Tech ETF made up 0.02% of BankPlus Trust Department's portfolio in Q2 2026, its #253 holding.
  • BankPlus Trust Department first reported a position in Global X Lithium & Battery Tech ETF in Q4 2024 and has held it in 7 quarters since.
  • 295 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.