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

Global Retirement Partners’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 		$191K Buy
+2,435
New +$201K ﹤0.01% 1611
2025
Q4 		$68.6K Sell
1,057
-222
-17% -$13.7K ﹤0.01% 2152
2025
Q3 		$72.7K Buy
1,279
+1,018
+390% +$46.8K ﹤0.01% 1688
2025
Q2 		$10K Buy
+261
New +$9.64K ﹤0.01% 2605
2024
Q4 		$21.7K Sell
531
-962
-64% -$42.4K ﹤0.01% 2047
2024
Q3 		$65.1K Sell
1,493
-61
-4% -$2.32K ﹤0.01% 1433
2024
Q2 		$60.3K Buy
1,554
+549
+55% +$23.9K ﹤0.01% 1437
2024
Q1 		$45.5K Buy
1,005
+136
+16% +$6.06K ﹤0.01% 1454
2023
Q4 		$39.9K Sell
869
-157
-15% -$7.78K ﹤0.01% 1460
2023
Q3 		$54.4K Buy
1,026
+2
+0.2% +$122 ﹤0.01% 1226
2023
Q2 		$66.6K Sell
1,024
-497
-33% -$31K ﹤0.01% 1135
2023
Q1 		$89.9K Sell
1,521
-236
-13% -$15.2K ﹤0.01% 964
2022
Q4 		$103K Sell
1,757
-253
-13% -$16.9K 0.01% 806
2022
Q3 		$134K Sell
2,010
-39,191
-95% -$2.91M 0.01% 689
2022
Q2 		$2.99M Buy
41,201
+40,381
+4,925% +$2.87M 0.24% 96
2022
Q1 		$58K Buy
+820
New +$62.8K ﹤0.01% 940
2021
Q4 		– Sell
-590
Closed -$48K – 1122
2021
Q3 		$48K Sell
590
-124
-17% -$10.2K ﹤0.01% 872
2021
Q2 		$52K Buy
714
+71
+11% +$4.57K 0.01% 834
2021
Q1 		$38K Buy
643
+373
+138% +$24.4K ﹤0.01% 889
2020
Q4 		$17K Buy
+270
New +$13.4K ﹤0.01% 1093

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

Global Retirement Partners's LIT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q2 2026: 2,435 shares worth $191K. The stake represents ﹤0.01% of the portfolio and ranks #1611 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LIT as recently as Q4 2025.

Global Retirement Partners first reported a position in LIT in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.99M in Q2 2022. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Global Retirement Partners held 2,435 shares of Global X Lithium & Battery Tech ETF worth $191K as of Q2 2026.
  • Global X Lithium & Battery Tech ETF was a new Global Retirement Partners position in Q2 2026.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1611 holding.
  • Global Retirement Partners first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and has held it in 20 quarters since.
  • Global Retirement Partners's Global X Lithium & Battery Tech ETF position peaked at $2.99M in Q2 2022.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.