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COMPASS FINANCIAL MANAGEMENT LLC’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$31.7K Buy
+17,900
New +$1.48M ﹤0.01% 784

Other funds holding LIT

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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
CWM
Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LF
Longbow Finance Lutry, Switzerland $782M AUM 48.76% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's LIT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q2 2026: 198 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings.

230 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 198 shares of Global X Lithium & Battery Tech ETF worth $14.4K as of Q2 2026.
  • Global X Lithium & Battery Tech ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #971 holding.
  • 230 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.