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HHM Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

HHM Wealth Advisors’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 		$7.83K Hold
100
– – ﹤0.01% 664
2026
Q1 		$7.43K Hold
100
– – ﹤0.01% 674
2025
Q4 		$6.49K Hold
100
– – ﹤0.01% 671
2025
Q3 		$5.68K Hold
100
– – ﹤0.01% 710
2025
Q2 		$3.84K Hold
100
– – ﹤0.01% 711
2025
Q1 		$3.88K Hold
100
– – ﹤0.01% 694
2024
Q4 		$4.08K Hold
100
– – ﹤0.01% 696
2024
Q3 		$4.36K Sell
100
-3
-3% -$114 ﹤0.01% 672
2024
Q2 		$4K Buy
103
+3
+3% +$131 ﹤0.01% 655
2024
Q1 		$4.53K Hold
100
– – ﹤0.01% 635
2023
Q4 		$5.09K Hold
100
– – ﹤0.01% 625
2023
Q3 		$5.52K Sell
100
-120
-55% -$7.33K ﹤0.01% 624
2023
Q2 		$14.3K Hold
220
– – ﹤0.01% 467
2023
Q1 		$14K Hold
220
– – ﹤0.01% 465
2022
Q4 		$12.9K Hold
220
– – ﹤0.01% 418
2022
Q3 		$15K Hold
220
– – ﹤0.01% 383
2022
Q2 		$16K Hold
220
– – ﹤0.01% 459
2022
Q1 		$17K Hold
220
– – ﹤0.01% 458
2021
Q4 		$19K Hold
220
– – ﹤0.01% 434
2021
Q3 		$18K Hold
220
– – ﹤0.01% 417
2021
Q2 		$16K Hold
220
– – ﹤0.01% 428
2021
Q1 		$13K Buy
+220
New +$14.4K ﹤0.01% 426

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HHM Wealth Advisors's LIT Position: Q2 2026 in Review

HHM Wealth Advisors held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 100 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

HHM Wealth Advisors first reported a position in LIT in Q1 2021 and has held it in 22 quarters since. The position peaked at $19K in Q4 2021. 89 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • HHM Wealth Advisors held 100 shares of Global X Lithium & Battery Tech ETF worth $7.83K as of Q2 2026.
  • HHM Wealth Advisors left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #664 holding.
  • HHM Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and has held it in 22 quarters since.
  • HHM Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $19K in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.