CI
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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
Q3 		$2.9M Buy
42,435
+6,547
+18% +$472K 0.08% 215
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

WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

CX Institutional's LIT Position: Q3 2026 in Review

CX Institutional increased its Global X Lithium & Battery Tech ETF (LIT) stake by 18% in Q3 2026, buying an estimated $472K and bringing the position to 42,435 shares worth $2.9M. The position accounts for 0.08% of the portfolio, ranked #215.

CX Institutional first reported a position in LIT in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.4M in Q1 2024. 24 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

  • CX Institutional held 42,435 shares of Global X Lithium & Battery Tech ETF worth $2.9M as of Q3 2026.
  • CX Institutional bought 6,547 Global X Lithium & Battery Tech ETF shares in Q3 2026, an estimated $472K.
  • Global X Lithium & Battery Tech ETF made up 0.08% of CX Institutional's portfolio in Q3 2026, its #215 holding.
  • CX Institutional first reported a position in Global X Lithium & Battery Tech ETF in Q2 2022 and has held it in 17 quarters since.
  • CX Institutional's Global X Lithium & Battery Tech ETF position peaked at $6.4M in Q1 2024.
  • 24 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.