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

Capital Investment Advisory Services’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 		$34.8K Sell
445
-100
-18% -$8.27K ﹤0.01% 1003
2026
Q1 		$40.5K Sell
545
-309
-36% -$22.1K ﹤0.01% 895
2025
Q4 		$55.4K Hold
854
– – ﹤0.01% 809
2025
Q3 		$48.6K Buy
854
+1
+0.1% +$46 ﹤0.01% 779
2025
Q2 		$32.8K Hold
853
– – ﹤0.01% 811
2025
Q1 		$33.1K Buy
853
+101
+13% +$4.14K ﹤0.01% 758
2024
Q4 		$30.7K Sell
752
-27
-3% -$1.19K ﹤0.01% 712
2024
Q3 		$34K Buy
779
+102
+15% +$3.89K ﹤0.01% 742
2024
Q2 		$26.3K Sell
677
-218
-24% -$9.51K ﹤0.01% 738
2024
Q1 		$40.5K Sell
895
-118
-12% -$5.26K ﹤0.01% 683
2023
Q4 		$51.6K Hold
1,013
– – ﹤0.01% 663
2023
Q3 		$55.9K Buy
1,013
+1
+0.1% +$61 0.01% 619
2023
Q2 		$65.8K Hold
1,012
– – 0.01% 578
2023
Q1 		$64.3K Sell
1,012
-407
-29% -$26.3K 0.01% 576
2022
Q4 		$83.2K Buy
1,419
+315
+29% +$21K 0.01% 568
2022
Q3 		$73K Sell
1,104
-1
-0.1% -$74 0.01% 534
2022
Q2 		$80K Buy
1,105
+414
+60% +$29.4K 0.01% 550
2022
Q1 		$53K Sell
691
-529
-43% -$40.5K 0.01% 621
2021
Q4 		$103K Buy
1,220
+270
+28% +$23.9K 0.01% 542
2021
Q3 		$78K Buy
950
+598
+170% +$49K 0.01% 525
2021
Q2 		$26K Sell
352
-823
-70% -$53K ﹤0.01% 637
2021
Q1 		$69K Buy
1,175
+1,100
+1,467% +$71.9K 0.01% 510
2020
Q4 		$5K Sell
75
-25
-25% -$1.24K ﹤0.01% 659
2020
Q3 		$4K Hold
100
– – ﹤0.01% 583
2020
Q2 		$3K Hold
100
– – ﹤0.01% 532
2020
Q1 		$2K Hold
100
– – ﹤0.01% 535
2019
Q4 		$3K Hold
100
– – ﹤0.01% 520
2019
Q3 		$2K Hold
100
– – ﹤0.01% 1275
2019
Q2 		$3K Hold
100
– – ﹤0.01% 1233
2019
Q1 		$3K Buy
+100
New +$2.85K ﹤0.01% 1059

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

Capital Investment Advisory Services's LIT Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 18% in Q2 2026, selling an estimated $8.27K and leaving 445 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Capital Investment Advisory Services first reported a position in LIT in Q1 2019 and has held it in 30 quarters since. The position peaked at $103K in Q4 2021. 295 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Capital Investment Advisory Services held 445 shares of Global X Lithium & Battery Tech ETF worth $34.8K as of Q2 2026.
  • Capital Investment Advisory Services sold 100 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $8.27K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1003 holding.
  • Capital Investment Advisory Services first reported a position in Global X Lithium & Battery Tech ETF in Q1 2019 and has held it in 30 quarters since.
  • Capital Investment Advisory Services's Global X Lithium & Battery Tech ETF position peaked at $103K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

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