CGC Financial Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

CGC Financial Services’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	$40.2K	Hold	514	–	–	0.01%	144
2026 Q1	$38.2K	Hold	514	–	–	0.01%	140
2025 Q4	$33.3K	Hold	514	–	–	0.01%	158
2025 Q3	$29.2K	Hold	514	–	–	0.01%	163
2025 Q2	$19.7K	Hold	514	–	–	0.01%	175
2025 Q1	$19.9K	Hold	514	–	–	0.01%	167
2024 Q4	$21K	Hold	514	–	–	0.01%	160
2024 Q3	$22.4K	Hold	514	–	–	0.01%	156
2024 Q2	$19.9K	Hold	514	–	–	0.01%	160
2024 Q1	$23.3K	Hold	514	–	–	0.01%	148
2023 Q4	$26.2K	Hold	514	–	–	0.01%	146
2023 Q3	$28.4K	Hold	514	–	–	0.02%	116
2023 Q2	$33.4K	Buy	+514	New	+$32K	0.02%	112

Other funds holding LIT

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

Northbridge Financial Group Tampa, Florida $261M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return