CX Institutional’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

CX Institutional’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	$2.81M	Sell	35,888 -185	-0.5%	-$15.3K	0.08%	215
2026 Q1	$2.68M	Buy	36,073 +29,740	+470%	+$2.13M	0.08%	217
2025 Q4	$411K	Sell	6,333 -399	-6%	-$24.6K	0.01%	472
2025 Q3	$383K	Sell	6,732 -2,272	-25%	-$104K	0.01%	502
2025 Q2	$346K	Sell	9,004 -55,155	-86%	-$2.04M	0.01%	466
2025 Q1	$2.49M	Sell	64,159 -65,717	-51%	-$2.69M	0.09%	176
2024 Q4	$5.3M	Buy	129,876 +10,819	+9%	+$477K	0.21%	120
2024 Q3	$5.19M	Sell	119,057 -26,748	-18%	-$1.02M	0.23%	119
2024 Q2	$5.66M	Buy	145,805 +4,525	+3%	+$197K	0.27%	93
2024 Q1	$6.4M	Buy	141,280 +67,962	+93%	+$3.03M	0.31%	81
2023 Q4	$3.73M	Sell	73,318 -19,190	-21%	-$951K	0.2%	135
2023 Q3	$5.1M	Buy	92,508 +1,056	+1%	+$64.5K	0.28%	96
2023 Q2	$5.95M	Sell	91,452 -346	-0.4%	-$21.6K	0.31%	90
2023 Q1	$5.82M	Buy	91,798 +88,327	+2,545%	+$5.7M	0.31%	86
2022 Q4	$203K	Buy	+3,471	New	+$232K	0.01%	495
2022 Q3	–	Sell	-242	Closed	-$18K	–	850
2022 Q2	$18K	Buy	+242	New	+$17.2K	﹤0.01%	863

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

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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return