Compass Financial Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Compass Financial Management’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	$14.4K	Buy	+198	New	+$16.4K	﹤0.01%	971

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Compass Financial Management's LIT Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #971 holding.
280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.