Harbor Asset Planning’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Harbor Asset Planning’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	$29K	Buy	424 +1	+0.2%	+$72	0.02%	281
2026 Q2	$33.1K	Hold	423	–	–	0.02%	266
2026 Q1	$31.4K	Buy	423 +1	+0.2%	+$72	0.03%	255
2025 Q4	$27.4K	Hold	422	–	–	0.02%	266
2025 Q3	$24K	Buy	422 +1	+0.2%	+$46	0.02%	265
2025 Q2	$16.1K	Buy	+421	New	+$15.5K	0.02%	291

Other funds holding LIT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

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

Harbor Asset Planning's LIT Position: Q3 2026 in Review

Harbor Asset Planning increased its Global X Lithium & Battery Tech ETF (LIT) stake by 0.24% in Q3 2026, buying an estimated $72 and bringing the position to 424 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #281.

Harbor Asset Planning first reported a position in LIT in Q2 2025 and has held it in 6 quarters since. The position peaked at $33.1K in Q2 2026. 153 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

Harbor Asset Planning held 424 shares of Global X Lithium & Battery Tech ETF worth $29K as of Q3 2026.
Harbor Asset Planning bought 1 Global X Lithium & Battery Tech ETF share in Q3 2026, an estimated $72.
Global X Lithium & Battery Tech ETF made up 0.02% of Harbor Asset Planning's portfolio in Q3 2026, its #281 holding.
Harbor Asset Planning first reported a position in Global X Lithium & Battery Tech ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's Global X Lithium & Battery Tech ETF position peaked at $33.1K in Q2 2026.
153 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.