HWM
LIT icon

Horizon Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Horizon Wealth Management’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 		$5.62M Buy
+71,809
New +$5.94M 0.72% 29

Other funds holding LIT

WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
LF
Longbow Finance Lutry, Switzerland $782M AUM 48.76% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAG
Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 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
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Horizon Wealth Management's LIT Position: Q2 2026 in Review

Horizon Wealth Management opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q2 2026: 71,809 shares worth $5.62M. The stake represents 0.72% of the portfolio and ranks #29 among its holdings.

148 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Horizon Wealth Management held 71,809 shares of Global X Lithium & Battery Tech ETF worth $5.62M as of Q2 2026.
  • Global X Lithium & Battery Tech ETF was a new Horizon Wealth Management position in Q2 2026.
  • Global X Lithium & Battery Tech ETF made up 0.72% of Horizon Wealth Management's portfolio in Q2 2026, its #29 holding.
  • 148 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.