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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
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

WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Harbor Asset Planning's LIT Position: Q2 2026 in Review

Harbor Asset Planning held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 423 shares worth $33.1K. The position accounts for 0.02% of the portfolio, ranked #266.

Harbor Asset Planning first reported a position in LIT in Q2 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Harbor Asset Planning held 423 shares of Global X Lithium & Battery Tech ETF worth $33.1K as of Q2 2026.
  • Harbor Asset Planning left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
  • Global X Lithium & Battery Tech ETF made up 0.02% of Harbor Asset Planning's portfolio in Q2 2026, its #266 holding.
  • Harbor Asset Planning first reported a position in Global X Lithium & Battery Tech ETF in Q2 2025 and has held it in 5 quarters since.
  • 80 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.