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

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

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

CoreCap Advisors's LIT Position: Q2 2026 in Review

CoreCap Advisors increased its Global X Lithium & Battery Tech ETF (LIT) stake by 6.7% in Q2 2026, buying an estimated $6.87K and bringing the position to 1,325 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

CoreCap Advisors first reported a position in LIT in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.08M in Q4 2021. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

CoreCap Advisors held 1,325 shares of Global X Lithium & Battery Tech ETF worth $104K as of Q2 2026.
CoreCap Advisors bought 83 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $6.87K.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1082 holding.
CoreCap Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Global X Lithium & Battery Tech ETF position peaked at $1.08M in Q4 2021.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.