CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

CAPTRUST Financial Advisors’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 		$244K Buy
3,123
+67
+2% +$5.54K ﹤0.01% 2745
2026
Q1 		$227K Buy
+3,056
New +$219K ﹤0.01% 2593
2024
Q2 		– Sell
-5,292
Closed -$240K – 2232
2024
Q1 		$240K Sell
5,292
-1,506
-22% -$67.1K ﹤0.01% 1906
2023
Q4 		$346K Sell
6,798
-5,470
-45% -$271K ﹤0.01% 2012
2023
Q3 		$677K Sell
12,268
-964
-7% -$58.9K ﹤0.01% 1439
2023
Q2 		$860K Sell
13,232
-1,299
-9% -$81K ﹤0.01% 1297
2023
Q1 		$923K Buy
14,531
+1,154
+9% +$74.4K ﹤0.01% 1088
2022
Q4 		$784K Buy
13,377
+982
+8% +$65.6K ﹤0.01% 1105
2022
Q3 		$819K Buy
12,395
+1,191
+11% +$88.4K ﹤0.01% 1018
2022
Q2 		$814K Buy
11,204
+1,019
+10% +$72.5K 0.01% 937
2022
Q1 		$784K Buy
10,185
+6,801
+201% +$520K 0.01% 948
2021
Q4 		$286K Buy
3,384
+2,205
+187% +$196K ﹤0.01% 1415
2021
Q3 		$97K Hold
1,179
– – ﹤0.01% 2105
2021
Q2 		$86K Buy
1,179
+562
+91% +$36.2K ﹤0.01% 2135
2021
Q1 		$36K Buy
617
+387
+168% +$25.3K ﹤0.01% 2633
2020
Q4 		$14K Hold
230
– – ﹤0.01% 2431
2020
Q3 		$9K Hold
230
– – ﹤0.01% 2330
2020
Q2 		$7K Buy
+230
New +$6.2K ﹤0.01% 2308
2019
Q4 		– Sell
-717
Closed -$17K – 1455
2019
Q3 		$17K Buy
717
+487
+212% +$12.1K ﹤0.01% 1356
2019
Q2 		$6K Hold
230
– – ﹤0.01% 1613
2019
Q1 		$7K Buy
230
+30
+15% +$855 ﹤0.01% 1466
2018
Q4 		$6K Hold
200
– – ﹤0.01% 1307
2018
Q3 		$7K Hold
200
– – ﹤0.01% 1297
2018
Q2 		$7K Hold
200
– – ﹤0.01% 1264
2018
Q1 		$6K Hold
200
– – ﹤0.01% 1136
2017
Q4 		$8K Hold
200
– – ﹤0.01% 1040
2017
Q3 		$7K Hold
200
– – ﹤0.01% 459
2017
Q2 		$6K Buy
+200
New +$5.81K ﹤0.01% 237

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

CAPTRUST Financial Advisors's LIT Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Global X Lithium & Battery Tech ETF (LIT) stake by 2.2% in Q2 2026, buying an estimated $5.54K and bringing the position to 3,123 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2745.

CAPTRUST Financial Advisors first reported a position in LIT in Q2 2017 and has held it in 28 quarters since. The position peaked at $923K in Q1 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • CAPTRUST Financial Advisors held 3,123 shares of Global X Lithium & Battery Tech ETF worth $244K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 67 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $5.54K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2745 holding.
  • CAPTRUST Financial Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q2 2017 and has held it in 28 quarters since.
  • CAPTRUST Financial Advisors's Global X Lithium & Battery Tech ETF position peaked at $923K in Q1 2023.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.