IFG Advisory’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

IFG Advisory’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	$2.36M	Buy	+30,194	New	+$2.5M	0.08%	257
2026 Q1	–	Sell	-25,720	Closed	-$1.67M	–	662
2025 Q4	$1.67M	Buy	25,720 +2,338	+10%	+$144K	0.07%	276
2025 Q3	$1.33M	Buy	+23,382	New	+$1.07M	0.06%	305
2023 Q2	–	Sell	-3,708	Closed	-$236K	–	427
2023 Q1	$236K	Buy	3,708 +94	+3%	+$6.06K	0.02%	461
2022 Q4	$211K	Sell	3,614 -531	-13%	-$35.5K	0.02%	455
2022 Q3	$273K	Sell	4,145 -269	-6%	-$20K	0.02%	429
2022 Q2	$320K	Sell	4,414 -352	-7%	-$25K	0.03%	366
2022 Q1	$366K	Buy	4,766 +2,375	+99%	+$182K	0.04%	362
2021 Q4	$201K	Buy	+2,391	New	+$212K	0.02%	480

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CWM

Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IFG Advisory's LIT Position: Q2 2026 in Review

IFG Advisory opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q2 2026: 30,194 shares worth $2.36M. The stake represents 0.08% of the portfolio and ranks #257 among its holdings. This is a return to the name: IFG Advisory previously reported a position in LIT as recently as Q4 2025.

IFG Advisory first reported a position in LIT in Q4 2021 and has held it in 9 quarters since. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

IFG Advisory held 30,194 shares of Global X Lithium & Battery Tech ETF worth $2.36M as of Q2 2026.
Global X Lithium & Battery Tech ETF was a new IFG Advisory position in Q2 2026.
Global X Lithium & Battery Tech ETF made up 0.08% of IFG Advisory's portfolio in Q2 2026, its #257 holding.
IFG Advisory first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 9 quarters since.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.