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Forum Finance Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Forum Finance Group’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 		$98K Sell
1,550
-470
-23% -$38.9K 0.04% 188
2026
Q1 		$119K Buy
+2,020
New +$145K 0.06% 162

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

Forum Finance Group's LIT Position: Q2 2026 in Review

Forum Finance Group reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 23% in Q2 2026, selling an estimated $38.9K and leaving 1,550 shares worth $98K. The position accounts for 0.04% of the portfolio, ranked #188.

Forum Finance Group first reported a position in LIT in Q1 2026 and has held it in 2 quarters since. The position peaked at $119K in Q1 2026. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Forum Finance Group held 1,550 shares of Global X Lithium & Battery Tech ETF worth $98K as of Q2 2026.
  • Forum Finance Group sold 470 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $38.9K.
  • Global X Lithium & Battery Tech ETF made up 0.04% of Forum Finance Group's portfolio in Q2 2026, its #188 holding.
  • Forum Finance Group first reported a position in Global X Lithium & Battery Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • Forum Finance Group's Global X Lithium & Battery Tech ETF position peaked at $119K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.