Cerity Partners’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Cerity Partners’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	$497K	Buy	6,353 +415	+7%	+$34.3K	﹤0.01%	2429
2026 Q1	$442K	Sell	5,938 -363	-6%	-$26K	﹤0.01%	2362
2025 Q4	$409K	Buy	+6,301	New	+$388K	﹤0.01%	2229
2024 Q1	–	Sell	-4,624	Closed	-$236K	–	2325
2023 Q4	$236K	Sell	4,624 -99	-2%	-$4.91K	﹤0.01%	1647
2023 Q3	$261K	Sell	4,723 -51,824	-92%	-$3.17M	﹤0.01%	1196
2023 Q2	$3.68M	Buy	56,547 +51,348	+988%	+$3.2M	0.01%	573
2023 Q1	$330K	Sell	5,199 -2,298	-31%	-$148K	﹤0.01%	1487
2022 Q4	$439K	Buy	7,497 +3,638	+94%	+$243K	﹤0.01%	994
2022 Q3	$255K	Sell	3,859 -527	-12%	-$39.1K	﹤0.01%	962
2022 Q2	$318K	Buy	4,386 +887	+25%	+$63.1K	﹤0.01%	886
2022 Q1	$269K	Buy	3,499 +1,002	+40%	+$76.7K	﹤0.01%	767
2021 Q4	$211K	Buy	+2,497	New	+$221K	﹤0.01%	915

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

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 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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cerity Partners's LIT Position: Q2 2026 in Review

Cerity Partners increased its Global X Lithium & Battery Tech ETF (LIT) stake by 7% in Q2 2026, buying an estimated $34.3K and bringing the position to 6,353 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

Cerity Partners first reported a position in LIT in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.68M in Q2 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Cerity Partners held 6,353 shares of Global X Lithium & Battery Tech ETF worth $497K as of Q2 2026.
Cerity Partners bought 415 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $34.3K.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2429 holding.
Cerity Partners first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 12 quarters since.
Cerity Partners's Global X Lithium & Battery Tech ETF position peaked at $3.68M in Q2 2023.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.