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 Q3	$27.7K	Hold	405	–	–	0.01%	188
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 $468B AUM 17.69% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return

Dynamic Wealth Strategies's LIT Position: Q3 2026 in Review

Dynamic Wealth Strategies held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q3 2026 at 405 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #188.

Dynamic Wealth Strategies first reported a position in LIT in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.7K in Q2 2026. 139 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

Dynamic Wealth Strategies held 405 shares of Global X Lithium & Battery Tech ETF worth $27.7K as of Q3 2026.
Dynamic Wealth Strategies left its Global X Lithium & Battery Tech ETF share count unchanged in Q3 2026.
Global X Lithium & Battery Tech ETF made up 0.01% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #188 holding.
Dynamic Wealth Strategies first reported a position in Global X Lithium & Battery Tech ETF in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's Global X Lithium & Battery Tech ETF position peaked at $31.7K in Q2 2026.
139 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.