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
2022 Q4	–	Sell	-500	Closed	-$1K	–	4125
2022 Q3	$1K	Hold	500	–	–	﹤0.01%	3686
2022 Q2	$3K	Hold	500	–	–	﹤0.01%	3208
2022 Q1	$6K	Hold	500	–	–	﹤0.01%	2760
2021 Q4	$9K	Buy	+500	New	+$44.3K	﹤0.01%	2416
2021 Q2	$5K	Hold	500	–	–	﹤0.01%	2361
2021 Q1	$5K	Hold	500	–	–	﹤0.01%	2361
2020 Q4	$5K	Hold	500	–	–	﹤0.01%	2361
2020 Q3	$5K	Hold	500	–	–	﹤0.01%	2361
2020 Q2	$5K	Hold	500	–	–	﹤0.01%	2359
2020 Q1	$5K	Hold	500	–	–	﹤0.01%	2359
2019 Q4	$5K	Hold	500	–	–	﹤0.01%	2359
2019 Q3	$5K	Hold	500	–	–	﹤0.01%	2359
2019 Q2	$5K	Hold	500	–	–	﹤0.01%	2359
2019 Q1	$5K	Buy	+500	New	+$14.3K	﹤0.01%	2358

Other funds holding LIT

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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.