Creative Planning’s Global X Lithium & Battery Tech ETF LIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $660K | Buy |
8,437
+562
| +7% | +$46.5K | ﹤0.01% | 2971 |
|
|
2026
Q1 | $585K | Sell |
7,875
-53
| -0.7% | -$3.79K | ﹤0.01% | 2897 |
|
|
2025
Q4 | $514K | Sell |
7,928
-119
| -1% | -$7.33K | ﹤0.01% | 2817 |
|
|
2025
Q3 | $457K | Sell |
8,047
-407
| -5% | -$18.7K | ﹤0.01% | 2801 |
|
|
2025
Q2 | $325K | Sell |
8,454
-5,369
| -39% | -$198K | ﹤0.01% | 2835 |
|
|
2025
Q1 | $536K | Sell |
13,823
-1,142
| -8% | -$46.8K | ﹤0.01% | 2220 |
|
|
2024
Q4 | $610K | Sell |
14,965
-1,110
| -7% | -$48.9K | ﹤0.01% | 2049 |
|
|
2024
Q3 | $701K | Sell |
16,075
-1,752
| -10% | -$66.7K | ﹤0.01% | 1811 |
|
|
2024
Q2 | $692K | Sell |
17,827
-7,407
| -29% | -$323K | ﹤0.01% | 1680 |
|
|
2024
Q1 | $1.14M | Buy |
25,234
+3,273
| +15% | +$146K | ﹤0.01% | 1250 |
|
|
2023
Q4 | $1.12M | Sell |
21,961
-5,515
| -20% | -$273K | ﹤0.01% | 1172 |
|
|
2023
Q3 | $1.52M | Sell |
27,476
-2,444
| -8% | -$149K | ﹤0.01% | 976 |
|
|
2023
Q2 | $1.95M | Sell |
29,920
-1,580
| -5% | -$98.5K | ﹤0.01% | 828 |
|
|
2023
Q1 | $2M | Sell |
31,500
-1,637
| -5% | -$106K | ﹤0.01% | 775 |
|
|
2022
Q4 | $1.94M | Sell |
33,137
-503
| -1% | -$33.6K | ﹤0.01% | 759 |
|
|
2022
Q3 | $2.22M | Buy |
33,640
+1,981
| +6% | +$147K | ﹤0.01% | 671 |
|
|
2022
Q2 | $2.3M | Buy |
31,659
+1,152
| +4% | +$81.9K | ﹤0.01% | 670 |
|
|
2022
Q1 | $2.35M | Sell |
30,507
-2,773
| -8% | -$212K | ﹤0.01% | 666 |
|
|
2021
Q4 | $2.81M | Buy |
33,280
+4,352
| +15% | +$386K | ﹤0.01% | 588 |
|
|
2021
Q3 | $2.37M | Sell |
28,928
-804
| -3% | -$65.9K | ﹤0.01% | 636 |
|
|
2021
Q2 | $2.15M | Buy |
29,732
+4,131
| +16% | +$266K | ﹤0.01% | 651 |
|
|
2021
Q1 | $1.5M | Buy |
25,601
+8,901
| +53% | +$582K | ﹤0.01% | 839 |
|
|
2020
Q4 | $1.03M | Buy |
16,700
+9,565
| +134% | +$474K | ﹤0.01% | 933 |
|
|
2020
Q3 | $286K | Buy |
+7,135
| New | +$268K | ﹤0.01% | 1442 |
|
|
2018
Q4 | – | Sell |
-13,520
| Closed | -$445K | – | 2032 |
|
|
2018
Q3 | $445K | Sell |
13,520
-1,092
| -7% | -$35.3K | ﹤0.01% | 1150 |
|
|
2018
Q2 | $475K | Sell |
14,612
-1,018
| -7% | -$34.1K | ﹤0.01% | 1100 |
|
|
2018
Q1 | $515K | Sell |
15,630
-1,369
| -8% | -$49.9K | ﹤0.01% | 1068 |
|
|
2017
Q4 | $659K | Buy |
+16,999
| New | +$668K | ﹤0.01% | 919 |
|
|
2017
Q3 | – | Sell |
-900
| Closed | -$26K | – | 2904 |
|
|
2017
Q2 | $26K | Buy |
900
+500
| +125% | +$14.5K | ﹤0.01% | 2991 |
|
|
2017
Q1 | $11K | Hold |
400
| – | – | ﹤0.01% | 3527 |
|
|
2016
Q4 | $10K | Sell |
400
-800
| -67% | -$19.5K | ﹤0.01% | 3555 |
|
|
2016
Q3 | $30K | Buy |
1,200
+500
| +71% | +$12.4K | ﹤0.01% | 2734 |
|
|
2016
Q2 | $17K | Buy |
+700
| New | +$16.4K | ﹤0.01% | 2909 |
|
Other funds holding LIT
BGDI
WH
CWM
SPIA
Creative Planning's LIT Position: Q2 2026 in Review
Creative Planning increased its Global X Lithium & Battery Tech ETF (LIT) stake by 7.1% in Q2 2026, buying an estimated $46.5K and bringing the position to 8,437 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #2971.
Creative Planning first reported a position in LIT in Q2 2016 and has held it in 33 quarters since. The position peaked at $2.81M in Q4 2021. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.
- Creative Planning held 8,437 shares of Global X Lithium & Battery Tech ETF worth $660K as of Q2 2026.
- Creative Planning bought 562 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $46.5K.
- Global X Lithium & Battery Tech ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2971 holding.
- Creative Planning first reported a position in Global X Lithium & Battery Tech ETF in Q2 2016 and has held it in 33 quarters since.
- Creative Planning's Global X Lithium & Battery Tech ETF position peaked at $2.81M in Q4 2021.
- 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.