CAL
LIT icon

Capital Analysts LLC’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Capital Analysts 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
Q1 		$32K Sell
442
-23
-5% -$1.65K ﹤0.01% 1028
2025
Q4 		$30K Sell
465
-32
-6% -$1.97K ﹤0.01% 1023
2025
Q3 		$28K Buy
497
+1
+0.2% +$46 ﹤0.01% 1002
2025
Q2 		$19K Sell
496
-40
-7% -$1.48K ﹤0.01% 1031
2025
Q1 		$21K Sell
536
-349
-39% -$14.3K ﹤0.01% 987
2024
Q4 		$36K Buy
885
+40
+5% +$1.76K ﹤0.01% 820
2024
Q3 		$37K Sell
845
-1,805
-68% -$68.8K ﹤0.01% 785
2024
Q2 		$103K Sell
2,650
-187
-7% -$8.15K ﹤0.01% 567
2024
Q1 		$129K Sell
2,837
-530
-16% -$23.6K 0.01% 513
2023
Q4 		$172K Buy
3,367
+1,633
+94% +$81K 0.01% 439
2023
Q3 		$96K Buy
1,734
+37
+2% +$2.26K 0.01% 494
2023
Q2 		$106K Hold
1,697
– – 0.01% 462
2023
Q1 		$108K Sell
1,697
-3,922
-70% -$253K 0.01% 460
2022
Q4 		$329K Sell
5,619
-14,715
-72% -$983K 0.02% 344
2022
Q3 		$1.34M Sell
20,334
-635
-3% -$47.2K 0.09% 187
2022
Q2 		$1.52M Sell
20,969
-6,223
-23% -$442K 0.11% 177
2022
Q1 		$2.09M Buy
27,192
+1,702
+7% +$130K 0.13% 149
2021
Q4 		$2.15M Buy
+25,490
New +$2.26M 0.13% 152

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Analysts LLC's LIT Position: Q1 2026 in Review

Capital Analysts LLC reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 4.9% in Q1 2026, selling an estimated $1.65K and leaving 442 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Capital Analysts LLC first reported a position in LIT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.15M in Q4 2021. 280 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

  • Capital Analysts LLC held 442 shares of Global X Lithium & Battery Tech ETF worth $32K as of Q1 2026.
  • Capital Analysts LLC sold 23 Global X Lithium & Battery Tech ETF shares in Q1 2026, an estimated $1.65K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1028 holding.
  • Capital Analysts LLC first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 18 quarters since.
  • Capital Analysts LLC's Global X Lithium & Battery Tech ETF position peaked at $2.15M in Q4 2021.
  • 280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.