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E&G Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

E&G Advisors’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 		$316K Sell
4,624
-65
-1% -$4.69K 0.06% 183
2026
Q2 		$367K Buy
4,689
+666
+17% +$55.1K 0.07% 174
2026
Q1 		$299K Buy
+4,023
New +$288K 0.07% 179

Other funds holding LIT

Whitcomb & Hess
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
Lake Hills Wealth Management
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

E&G Advisors's LIT Position: Q3 2026 in Review

E&G Advisors reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 1.4% in Q3 2026, selling an estimated $4.69K and leaving 4,624 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #183.

E&G Advisors first reported a position in LIT in Q1 2026 and has held it in 3 quarters since. The position peaked at $367K in Q2 2026. 39 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

  • E&G Advisors held 4,624 shares of Global X Lithium & Battery Tech ETF worth $316K as of Q3 2026.
  • E&G Advisors sold 65 Global X Lithium & Battery Tech ETF shares in Q3 2026, an estimated $4.69K.
  • Global X Lithium & Battery Tech ETF made up 0.06% of E&G Advisors's portfolio in Q3 2026, its #183 holding.
  • E&G Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q1 2026 and has held it in 3 quarters since.
  • E&G Advisors's Global X Lithium & Battery Tech ETF position peaked at $367K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.