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Guardian Wealth Advisors (North Carolina)’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-245
Closed -$18.2K – 508
2026
Q1 		$18.2K Buy
+245
New +$17.5K ﹤0.01% 509

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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 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
Steward Partners Investment Advisory
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

Guardian Wealth Advisors (North Carolina)'s LIT Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2026, closing a stake of 245 shares — an estimated $18.2K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in LIT in Q1 2026 and held it in 1 quarter. The position peaked at $18.2K in Q1 2026. 295 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 245 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $18.2K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Global X Lithium & Battery Tech ETF in Q1 2026 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Global X Lithium & Battery Tech ETF position peaked at $18.2K in Q1 2026.
  • 295 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.