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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
Q1 		$18.2K Buy
+245
New +$17.5K ﹤0.01% 509

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Morgan Stanley
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s LIT Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q1 2026: 245 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #509 among its holdings.

280 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 245 shares of Global X Lithium & Battery Tech ETF worth $18.2K as of Q1 2026.
  • Global X Lithium & Battery Tech ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #509 holding.
  • 280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.