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Center for Financial Planning’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Center for Financial Planning’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 		$12.4K Hold
159
– – ﹤0.01% 476
2026
Q1 		$11.8K Hold
159
– – ﹤0.01% 472
2025
Q4 		$10.3K Hold
159
– – ﹤0.01% 488
2025
Q3 		$9.04K Hold
159
– – ﹤0.01% 499
2025
Q2 		$6.11K Hold
159
– – ﹤0.01% 502
2025
Q1 		$6.17K Hold
159
– – ﹤0.01% 517
2024
Q4 		$6.49K Hold
159
– – ﹤0.01% 464
2024
Q3 		$6.93K Hold
159
– – ﹤0.01% 437
2024
Q2 		$6.17K Buy
159
+4
+3% +$174 ﹤0.01% 442
2024
Q1 		$7.02K Hold
155
– – ﹤0.01% 445
2023
Q4 		$7.9K Hold
155
– – ﹤0.01% 398
2023
Q3 		$8.55K Hold
155
– – ﹤0.01% 374
2023
Q2 		$10.1K Hold
155
– – ﹤0.01% 386
2023
Q1 		$9.85K Buy
155
+43
+38% +$2.77K ﹤0.01% 361
2022
Q4 		$6.56K Buy
+112
New +$7.48K ﹤0.01% 396

Other funds holding LIT

WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Center for Financial Planning's LIT Position: Q2 2026 in Review

Center for Financial Planning held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 159 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Center for Financial Planning first reported a position in LIT in Q4 2022 and has held it in 15 quarters since. 80 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Center for Financial Planning held 159 shares of Global X Lithium & Battery Tech ETF worth $12.4K as of Q2 2026.
  • Center for Financial Planning left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #476 holding.
  • Center for Financial Planning first reported a position in Global X Lithium & Battery Tech ETF in Q4 2022 and has held it in 15 quarters since.
  • 80 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.