BFWM
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Bright Futures Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Bright Futures 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 		$226K Sell
2,887
-512
-15% -$42.4K 0.15% 176
2026
Q1 		$253K Buy
3,399
+305
+10% +$21.8K 0.17% 141
2025
Q4 		$201K Buy
+3,094
New +$191K 0.15% 156

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

Bright Futures Wealth Management's LIT Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 15% in Q2 2026, selling an estimated $42.4K and leaving 2,887 shares worth $226K. The position accounts for 0.15% of the portfolio, ranked #176.

Bright Futures Wealth Management first reported a position in LIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $253K in Q1 2026. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Bright Futures Wealth Management held 2,887 shares of Global X Lithium & Battery Tech ETF worth $226K as of Q2 2026.
  • Bright Futures Wealth Management sold 512 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $42.4K.
  • Global X Lithium & Battery Tech ETF made up 0.15% of Bright Futures Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Bright Futures Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • Bright Futures Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $253K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.