CoreCap Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

CoreCap Advisors’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	$104K	Buy	1,325 +83	+7%	+$6.87K	﹤0.01%	1082
2026 Q1	$92.3K	Hold	1,242	–	–	﹤0.01%	1050
2025 Q4	$80.6K	Hold	1,242	–	–	﹤0.01%	1109
2025 Q3	$70.6K	Hold	1,242	–	–	﹤0.01%	1171
2025 Q2	$47.7K	Hold	1,242	–	–	﹤0.01%	1279
2025 Q1	$48.2K	Hold	1,242	–	–	﹤0.01%	1181
2024 Q4	$50.6K	Hold	1,242	–	–	﹤0.01%	1176
2024 Q3	$54.1K	Sell	1,242 -5	-0.4%	-$190	﹤0.01%	1151
2024 Q2	$48.4K	Sell	1,247 -95	-7%	-$4.14K	0.01%	673
2024 Q1	$60.8K	Buy	+1,342	New	+$59.8K	﹤0.01%	1039
2022 Q4	$87.7K	Buy	+1,497	New	+$100K	0.01%	781
2022 Q3	–	Sell	-1,330	Closed	-$97K	–	1396
2022 Q2	$97K	Buy	+1,330	New	+$94.6K	0.01%	701
2022 Q1	–	Sell	-12,811	Closed	-$1.08M	–	1396
2021 Q4	$1.08M	Buy	+12,811	New	+$1.14M	0.07%	217

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