Cutler Investment Counsel’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Cutler Investment Counsel’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	$234K	Hold	2,972	–	–	0.02%	147
2026 Q1	$221K	Buy	+2,972	New	+$213K	0.02%	143
2023 Q3	–	Sell	-3,495	Closed	-$228K	–	128
2023 Q2	$228K	Hold	3,495	–	–	0.03%	123
2023 Q1	$222K	Sell	3,495 -170	-5%	-$11K	0.03%	124
2022 Q4	$217K	Hold	3,665	–	–	0.03%	125
2022 Q3	$242K	Buy	3,665 +100	+3%	+$7.42K	0.04%	114
2022 Q2	$259K	Hold	3,565	–	–	0.04%	118
2022 Q1	$274K	Buy	+3,565	New	+$273K	0.04%	121

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 $260M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return