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

Comprehensive 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	$49.6K	Buy	634 +1	+0.2%	+$83	0.03%	175
2026 Q1	$47.1K	Buy	633 +1	+0.2%	+$72	0.03%	161
2025 Q4	$41K	Hold	632	–	–	0.03%	169
2025 Q3	$35.9K	Buy	632 +2	+0.3%	+$92	0.02%	181
2025 Q2	$24.2K	Sell	630 -761	-55%	-$28.1K	0.02%	186
2025 Q1	$54K	Buy	1,391 +4	+0.3%	+$164	0.05%	133
2024 Q4	$56.6K	Buy	+1,387	New	+$61.1K	0.05%	151

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

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 $467M AUM 13.43% 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

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

Comprehensive Financial Planning's LIT Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Global X Lithium & Battery Tech ETF (LIT) stake by 0.16% in Q2 2026, buying an estimated $83 and bringing the position to 634 shares worth $49.6K. The position accounts for 0.03% of the portfolio, ranked #175.

Comprehensive Financial Planning first reported a position in LIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.6K in Q4 2024. 295 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Comprehensive Financial Planning held 634 shares of Global X Lithium & Battery Tech ETF worth $49.6K as of Q2 2026.
Comprehensive Financial Planning bought 1 Global X Lithium & Battery Tech ETF share in Q2 2026, an estimated $83.
Global X Lithium & Battery Tech ETF made up 0.03% of Comprehensive Financial Planning's portfolio in Q2 2026, its #175 holding.
Comprehensive Financial Planning first reported a position in Global X Lithium & Battery Tech ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Global X Lithium & Battery Tech ETF position peaked at $56.6K in Q4 2024.
295 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.