Cape Investment Advisory’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Cape Investment Advisory’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 Q3	$34.6K	Hold	505	–	–	0.01%	602
2026 Q2	$39.6K	Buy	+505	New	+$41.8K	0.01%	558
2026 Q1	–	Sell	-505	Closed	-$29.8K	–	763
2025 Q4	$29.8K	Buy	+505	New	+$31.1K	0.01%	528
2025 Q3	–	Sell	-605	Closed	-$23.2K	–	1031
2025 Q2	$23.2K	Sell	605 -143	-19%	-$5.28K	0.01%	477
2025 Q1	$29K	Sell	748 -46	-6%	-$1.89K	0.01%	417
2024 Q4	$32.4K	Sell	794 -179	-18%	-$7.89K	0.01%	408
2024 Q3	$42.4K	Sell	973 -253	-21%	-$9.64K	0.02%	341
2024 Q2	$47.6K	Sell	1,226 -101	-8%	-$4.4K	0.02%	300
2024 Q1	$60.1K	Sell	1,327 -518	-28%	-$23.1K	0.03%	287
2023 Q4	$94K	Sell	1,845 -847	-31%	-$42K	0.05%	244
2023 Q3	$148K	Sell	2,692 -55	-2%	-$3.36K	0.08%	170
2023 Q2	$179K	Buy	2,747 +25	+0.9%	+$1.56K	0.1%	142
2023 Q1	$173K	Buy	+2,722	New	+$176K	0.11%	137

Other funds holding LIT

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Cape Investment Advisory's LIT Position: Q3 2026 in Review

Cape Investment Advisory held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q3 2026 at 505 shares worth $34.6K. The position accounts for 0.01% of the portfolio, ranked #602.

Cape Investment Advisory first reported a position in LIT in Q1 2023 and has held it in 13 quarters since. The position peaked at $179K in Q2 2023. 24 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

Cape Investment Advisory held 505 shares of Global X Lithium & Battery Tech ETF worth $34.6K as of Q3 2026.
Cape Investment Advisory left its Global X Lithium & Battery Tech ETF share count unchanged in Q3 2026.
Global X Lithium & Battery Tech ETF made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #602 holding.
Cape Investment Advisory first reported a position in Global X Lithium & Battery Tech ETF in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's Global X Lithium & Battery Tech ETF position peaked at $179K in Q2 2023.
24 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.