Dynamic Wealth Strategies’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Dynamic Wealth Strategies’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	$31.7K	Hold	405	–	–	0.02%	181
2026 Q1	$30.1K	Hold	405	–	–	0.02%	181
2025 Q4	$26.3K	Hold	405	–	–	0.02%	168
2025 Q3	$23K	Hold	405	–	–	0.02%	170
2025 Q2	$15.6K	Hold	405	–	–	0.01%	177
2025 Q1	$15.7K	Buy	+405	New	+$16.6K	0.01%	178
2024 Q4	–	Sell	-405	Closed	-$18K	–	163
2024 Q3	$18K	Hold	405	–	–	0.01%	175
2024 Q2	$16K	Hold	405	–	–	0.01%	169
2024 Q1	$18K	Hold	405	–	–	0.02%	168
2023 Q4	$20.6K	Buy	+405	New	+$20.1K	0.02%	164

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

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 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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Dynamic Wealth Strategies's LIT Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 405 shares worth $31.7K. The position accounts for 0.02% of the portfolio, ranked #181.

Dynamic Wealth Strategies first reported a position in LIT in Q4 2023 and has held it in 10 quarters since. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Dynamic Wealth Strategies held 405 shares of Global X Lithium & Battery Tech ETF worth $31.7K as of Q2 2026.
Dynamic Wealth Strategies left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
Global X Lithium & Battery Tech ETF made up 0.02% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #181 holding.
Dynamic Wealth Strategies first reported a position in Global X Lithium & Battery Tech ETF in Q4 2023 and has held it in 10 quarters since.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.