CIA
LIT icon

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
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

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

Cape Investment Advisory's LIT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q2 2026: 505 shares worth $39.6K. The stake represents 0.01% of the portfolio and ranks #558 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in LIT as recently as Q4 2025.

Cape Investment Advisory first reported a position in LIT in Q1 2023 and has held it in 12 quarters since. The position peaked at $179K in Q2 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Cape Investment Advisory held 505 shares of Global X Lithium & Battery Tech ETF worth $39.6K as of Q2 2026.
  • Global X Lithium & Battery Tech ETF was a new Cape Investment Advisory position in Q2 2026.
  • Global X Lithium & Battery Tech ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #558 holding.
  • Cape Investment Advisory first reported a position in Global X Lithium & Battery Tech ETF in Q1 2023 and has held it in 12 quarters since.
  • Cape Investment Advisory's Global X Lithium & Battery Tech ETF position peaked at $179K in Q2 2023.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.