Focus Partners Wealth’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Focus Partners Wealth’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	$396K	Buy	5,057 +415	+9%	+$34.3K	﹤0.01%	2101
2026 Q1	$345K	Sell	4,642 -25	-0.5%	-$1.79K	﹤0.01%	2116
2025 Q4	$303K	Buy	4,667 +240	+5%	+$14.8K	﹤0.01%	2222
2025 Q3	$252K	Buy	+4,427	New	+$204K	﹤0.01%	1937
2024 Q4	–	Sell	-297,367	Closed	-$144M	–	1946
2024 Q3	$144M	Buy	297,367 +289,019	+3,462%	+$11M	0.46%	44
2024 Q2	$324K	Buy	8,348 +759	+10%	+$33.1K	﹤0.01%	1051
2024 Q1	$344K	Sell	7,589 -5,056	-40%	-$225K	﹤0.01%	802
2023 Q4	$644K	Buy	+12,645	New	+$627K	0.01%	532

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

Focus Partners Wealth's LIT Position: Q2 2026 in Review

Focus Partners Wealth increased its Global X Lithium & Battery Tech ETF (LIT) stake by 8.9% in Q2 2026, buying an estimated $34.3K and bringing the position to 5,057 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Focus Partners Wealth first reported a position in LIT in Q4 2023 and has held it in 8 quarters since. The position peaked at $144M in Q3 2024. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Focus Partners Wealth held 5,057 shares of Global X Lithium & Battery Tech ETF worth $396K as of Q2 2026.
Focus Partners Wealth bought 415 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $34.3K.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2101 holding.
Focus Partners Wealth first reported a position in Global X Lithium & Battery Tech ETF in Q4 2023 and has held it in 8 quarters since.
Focus Partners Wealth's Global X Lithium & Battery Tech ETF position peaked at $144M in Q3 2024.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.