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

Great Diamond 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 Q3	$426K	Buy	6,226 +117	+2%	+$8.44K	0.07%	184
2026 Q2	$478K	Sell	6,109 -981	-14%	-$81.2K	0.08%	169
2026 Q1	$527K	Buy	+7,090	New	+$508K	0.1%	155
2023 Q1	–	Sell	-3,918	Closed	-$230K	–	224
2022 Q4	$230K	Buy	3,918 +496	+14%	+$33.1K	0.07%	197
2022 Q3	$226K	Buy	+3,422	New	+$254K	0.08%	184
2022 Q2	–	Sell	-3,324	Closed	-$255K	–	217
2022 Q1	$255K	Buy	+3,324	New	+$254K	0.07%	190

Other funds holding LIT

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Great Diamond Partners's LIT Position: Q3 2026 in Review

Great Diamond Partners increased its Global X Lithium & Battery Tech ETF (LIT) stake by 1.9% in Q3 2026, buying an estimated $8.44K and bringing the position to 6,226 shares worth $426K. The position accounts for 0.07% of the portfolio, ranked #184.

Great Diamond Partners first reported a position in LIT in Q1 2022 and has held it in 6 quarters since. The position peaked at $527K in Q1 2026. 24 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

Great Diamond Partners held 6,226 shares of Global X Lithium & Battery Tech ETF worth $426K as of Q3 2026.
Great Diamond Partners bought 117 Global X Lithium & Battery Tech ETF shares in Q3 2026, an estimated $8.44K.
Global X Lithium & Battery Tech ETF made up 0.07% of Great Diamond Partners's portfolio in Q3 2026, its #184 holding.
Great Diamond Partners first reported a position in Global X Lithium & Battery Tech ETF in Q1 2022 and has held it in 6 quarters since.
Great Diamond Partners's Global X Lithium & Battery Tech ETF position peaked at $527K in Q1 2026.
24 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.