Creative Planning
LIT icon

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

Creative 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
2021
Q1 		– Sell
-1,000
Closed -$32K – 2668
2020
Q4 		$32K Buy
+1,000
New +$49.6K ﹤0.01% 2145

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WH
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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.