Golden State Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Golden State Wealth Management’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	$39.1K	Hold	500	–	–	﹤0.01%	783
2026 Q1	$37.2K	Hold	500	–	–	﹤0.01%	759
2025 Q4	$32.4K	Hold	500	–	–	﹤0.01%	798
2025 Q3	$28.4K	Hold	500	–	–	﹤0.01%	830
2025 Q2	$19.2K	Sell	500 -75	-13%	-$2.77K	﹤0.01%	897
2025 Q1	$22.3K	Hold	575	–	–	﹤0.01%	775
2024 Q4	$23.4K	Buy	+575	New	+$25.4K	﹤0.01%	733
2020 Q2	–	Sell	-500	Closed	-$11K	–	636
2020 Q1	$11K	Buy	+500	New	+$13.8K	﹤0.01%	608
2019 Q4	–	Sell	-534	Closed	-$13K	–	555
2019 Q3	$13K	Hold	534	–	–	﹤0.01%	693
2019 Q2	$13K	Buy	534 +34	+7%	+$916	﹤0.01%	699
2019 Q1	$14K	Buy	+500	New	+$14.3K	﹤0.01%	704

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

Golden State Wealth Management's LIT Position: Q2 2026 in Review

Golden State Wealth Management held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 500 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Golden State Wealth Management first reported a position in LIT in Q1 2019 and has held it in 11 quarters since. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Golden State Wealth Management held 500 shares of Global X Lithium & Battery Tech ETF worth $39.1K as of Q2 2026.
Golden State Wealth Management left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #783 holding.
Golden State Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2019 and has held it in 11 quarters since.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.