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Destination Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Destination Wealth Management’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 		$575K Buy
7,341
+58
+0.8% +$4.8K 0.01% 208
2026
Q1 		$541K Sell
7,283
-72
-1% -$5.15K 0.01% 198
2025
Q4 		$477K Sell
7,355
-166
-2% -$10.2K 0.01% 202
2025
Q3 		$428K Sell
7,521
-2,028
-21% -$93.2K 0.01% 192
2025
Q2 		$367K Sell
9,549
-266
-3% -$9.82K 0.01% 202
2025
Q1 		$381K Buy
9,815
+1,635
+20% +$67K 0.01% 188
2024
Q4 		$334K Sell
8,180
-404
-5% -$17.8K 0.01% 191
2024
Q3 		$374K Sell
8,584
-243
-3% -$9.26K 0.01% 182
2024
Q2 		$343K Sell
8,827
-68,234
-89% -$2.97M 0.01% 166
2024
Q1 		$3.49M Buy
77,061
+9,519
+14% +$424K 0.12% 97
2023
Q4 		$3.44M Sell
67,542
-10,408
-13% -$516K 0.12% 100
2023
Q3 		$4.3M Sell
77,950
-813
-1% -$49.7K 0.17% 90
2023
Q2 		$5.12M Sell
78,763
-15,788
-17% -$984K 0.19% 86
2023
Q1 		$6.01M Sell
94,551
-20,519
-18% -$1.32M 0.23% 85
2022
Q4 		$6.74M Sell
115,070
-11,564
-9% -$773K 0.27% 82
2022
Q3 		$8.37M Buy
126,634
+10,068
+9% +$748K 0.35% 72
2022
Q2 		$8.46M Sell
116,566
-5,558
-5% -$395K 0.34% 70
2022
Q1 		$9.4M Buy
122,124
+4,423
+4% +$338K 0.35% 70
2021
Q4 		$9.94M Buy
117,701
+112,179
+2,031% +$9.95M 0.35% 68
2021
Q3 		$453K Hold
5,522
– – 0.02% 130
2021
Q2 		$400K Buy
5,522
+463
+9% +$29.8K 0.02% 139
2021
Q1 		$296K Buy
+5,059
New +$331K 0.01% 154

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

Destination Wealth Management's LIT Position: Q2 2026 in Review

Destination Wealth Management increased its Global X Lithium & Battery Tech ETF (LIT) stake by 0.8% in Q2 2026, buying an estimated $4.8K and bringing the position to 7,341 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #208.

Destination Wealth Management first reported a position in LIT in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.94M in Q4 2021. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Destination Wealth Management held 7,341 shares of Global X Lithium & Battery Tech ETF worth $575K as of Q2 2026.
  • Destination Wealth Management bought 58 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $4.8K.
  • Global X Lithium & Battery Tech ETF made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Destination Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and has held it in 22 quarters since.
  • Destination Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $9.94M in Q4 2021.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.