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 Q3	$90.7K	Hold	1,325	–	–	﹤0.01%	1137
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 $467M AUM 13.43% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors's LIT Position: Q3 2026 in Review

CoreCap Advisors held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q3 2026 at 1,325 shares worth $90.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

CoreCap Advisors first reported a position in LIT in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.08M in Q4 2021. 48 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

CoreCap Advisors held 1,325 shares of Global X Lithium & Battery Tech ETF worth $90.7K as of Q3 2026.
CoreCap Advisors left its Global X Lithium & Battery Tech ETF share count unchanged in Q3 2026.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1137 holding.
CoreCap Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's Global X Lithium & Battery Tech ETF position peaked at $1.08M in Q4 2021.
48 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.