Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Carson Wealth (CWM 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 		$326K Buy
4,389
+301
+7% +$21.5K ﹤0.01% 2323
2025
Q4 		$265K Sell
4,088
-328
-7% -$20.2K ﹤0.01% 2334
2025
Q3 		$251K Buy
4,416
+468
+12% +$21.5K ﹤0.01% 2268
2025
Q2 		$152K Sell
3,948
-1,755
-31% -$64.8K ﹤0.01% 2401
2025
Q1 		$221K Sell
5,703
-854
-13% -$35K ﹤0.01% 1854
2024
Q4 		$267K Sell
6,557
-150
-2% -$6.61K ﹤0.01% 1661
2024
Q3 		$292K Sell
6,707
-3,758
-36% -$143K ﹤0.01% 1553
2024
Q2 		$406K Sell
10,465
-1,280
-11% -$55.8K ﹤0.01% 1275
2024
Q1 		$532K Sell
11,745
-510
-4% -$22.7K ﹤0.01% 1110
2023
Q4 		$624K Buy
12,255
+534
+5% +$26.5K ﹤0.01% 981
2023
Q3 		$647K Buy
11,721
+1,795
+18% +$110K ﹤0.01% 898
2023
Q2 		$645K Buy
9,926
+1,788
+22% +$111K ﹤0.01% 858
2023
Q1 		$517K Buy
8,138
+1,587
+24% +$102K ﹤0.01% 882
2022
Q4 		$384K Buy
6,551
+228
+4% +$15.2K ﹤0.01% 888
2022
Q3 		$418K Sell
6,323
-542
-8% -$40.2K ﹤0.01% 806
2022
Q2 		$499K Buy
6,865
+741
+12% +$52.7K ﹤0.01% 734
2022
Q1 		$471K Buy
6,124
+588
+11% +$45K ﹤0.01% 748
2021
Q4 		$467K Buy
+5,536
New +$491K ﹤0.01% 751
2021
Q2 		$381K Hold
5,255
– – ﹤0.01% 727
2021
Q1 		$381K Hold
5,255
– – ﹤0.01% 727
2020
Q4 		$381K Hold
5,255
– – ﹤0.01% 727
2020
Q3 		$381K Hold
5,255
– – ﹤0.01% 727
2020
Q2 		$381K Hold
5,255
– – ﹤0.01% 727
2020
Q1 		$381K Hold
5,255
– – ﹤0.01% 727
2019
Q4 		$381K Hold
5,255
– – ﹤0.01% 727
2019
Q3 		$381K Hold
5,255
– – ﹤0.01% 727
2019
Q2 		$381K Hold
5,255
– – ﹤0.01% 727
2019
Q1 		$381K Buy
5,255
+3,974
+310% +$113K ﹤0.01% 727
2018
Q4 		$35K Buy
1,281
+834
+187% +$25.4K ﹤0.01% 973
2018
Q3 		$15K Buy
+447
New +$14.4K ﹤0.01% 1037

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LIT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Global X Lithium & Battery Tech ETF (LIT) stake by 7.4% in Q1 2026, buying an estimated $21.5K and bringing the position to 4,389 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #2323.

Carson Wealth (CWM LLC) first reported a position in LIT in Q3 2018 and has held it in 30 quarters since. The position peaked at $647K in Q3 2023. 280 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,389 shares of Global X Lithium & Battery Tech ETF worth $326K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 301 Global X Lithium & Battery Tech ETF shares in Q1 2026, an estimated $21.5K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2323 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global X Lithium & Battery Tech ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Global X Lithium & Battery Tech ETF position peaked at $647K in Q3 2023.
  • 280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.