Bogart Wealth LLC
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Bogart Wealth LLC’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Bogart Wealth LLC’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 		$10.4K Hold
133
– – ﹤0.01% 993
2026
Q1 		$9.89K Buy
133
+2
+2% +$143 ﹤0.01% 908
2025
Q4 		$8.48K Hold
131
– – ﹤0.01% 891
2025
Q3 		$7.43K Buy
131
+6
+5% +$276 ﹤0.01% 887
2025
Q2 		$4.81K Hold
125
– – ﹤0.01% 947
2025
Q1 		$4.86K Hold
125
– – ﹤0.01% 906
2024
Q4 		$5.1K Buy
125
+110
+733% +$4.85K ﹤0.01% 879
2024
Q3 		$654 Hold
15
– – ﹤0.01% 1051
2024
Q2 		$582 Sell
15
-100
-87% -$4.36K ﹤0.01% 1043
2024
Q1 		$5.21K Sell
115
-31
-21% -$1.38K ﹤0.01% 760
2023
Q4 		$7.44K Hold
146
– – ﹤0.01% 673
2023
Q3 		$8.05K Hold
146
– – ﹤0.01% 639
2023
Q2 		$9.49K Sell
146
-85
-37% -$5.3K ﹤0.01% 590
2023
Q1 		$14.7K Buy
231
+100
+76% +$6.45K ﹤0.01% 522
2022
Q4 		$7.68K Sell
131
-75
-36% -$5.01K ﹤0.01% 595
2022
Q3 		$14K Buy
206
+20
+11% +$1.49K ﹤0.01% 488
2022
Q2 		$14K Buy
186
+35
+23% +$2.49K ﹤0.01% 477
2022
Q1 		$12K Hold
151
– – ﹤0.01% 470
2021
Q4 		$13K Hold
151
– – ﹤0.01% 448
2021
Q3 		$12K Buy
+151
New +$12.4K ﹤0.01% 437

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

Bogart Wealth LLC's LIT Position: Q2 2026 in Review

Bogart Wealth LLC held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 133 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Bogart Wealth LLC first reported a position in LIT in Q3 2021 and has held it in 20 quarters since. The position peaked at $14.7K in Q1 2023. 295 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Bogart Wealth LLC held 133 shares of Global X Lithium & Battery Tech ETF worth $10.4K as of Q2 2026.
  • Bogart Wealth LLC 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 Bogart Wealth LLC's portfolio in Q2 2026, its #993 holding.
  • Bogart Wealth LLC first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and has held it in 20 quarters since.
  • Bogart Wealth LLC's Global X Lithium & Battery Tech ETF position peaked at $14.7K in Q1 2023.
  • 295 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.