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Independent Financial Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Independent Financial Group’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 		$1.09M Buy
13,909
+10,723
+337% +$887K 0.02% 651
2026
Q1 		$237K Sell
3,186
-42
-1% -$3.01K 0.01% 1293
2025
Q4 		$209K Buy
+3,228
New +$199K ﹤0.01% 1326
2025
Q2 		– Sell
-5,605
Closed -$217K – 1333
2025
Q1 		$217K Sell
5,605
-340
-6% -$13.9K 0.01% 1083
2024
Q4 		$242K Sell
5,945
-855
-13% -$37.7K 0.01% 992
2024
Q3 		$296K Sell
6,800
-1,484
-18% -$56.5K 0.01% 888
2024
Q2 		$322K Sell
8,284
-1,123
-12% -$49K 0.01% 795
2024
Q1 		$426K Sell
9,407
-587
-6% -$26.2K 0.02% 638
2023
Q4 		$509K Sell
9,994
-3,352
-25% -$166K 0.03% 546
2023
Q3 		$736K Sell
13,346
-10,792
-45% -$659K 0.05% 398
2023
Q2 		$1.57M Buy
24,138
+9,413
+64% +$587K 0.11% 209
2023
Q1 		$936K Buy
14,725
+448
+3% +$28.9K 0.07% 291
2022
Q4 		$837K Sell
14,277
-26
-0.2% -$1.74K 0.07% 284
2022
Q3 		$945K Buy
14,303
+247
+2% +$18.3K 0.09% 233
2022
Q2 		$1.02M Buy
14,056
+1,265
+10% +$89.9K 0.11% 222
2022
Q1 		$985K Sell
12,791
-1,364
-10% -$104K 0.08% 258
2021
Q4 		$1.2M Buy
14,155
+3,399
+32% +$301K 0.1% 213
2021
Q3 		$882K Buy
10,756
+2,930
+37% +$240K 0.09% 243
2021
Q2 		$567K Buy
7,826
+432
+6% +$27.8K 0.06% 337
2021
Q1 		$432K Buy
7,394
+1,471
+25% +$96.1K 0.06% 368
2020
Q4 		$367K Sell
5,923
-776
-12% -$38.5K 0.05% 373
2020
Q3 		$268K Buy
6,699
+96
+1% +$3.61K 0.05% 371
2020
Q2 		$209K Buy
+6,603
New +$178K 0.05% 405

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WH
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Independent Financial Group's LIT Position: Q2 2026 in Review

Independent Financial Group increased its Global X Lithium & Battery Tech ETF (LIT) stake by 337% in Q2 2026, buying an estimated $887K and bringing the position to 13,909 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #651.

Independent Financial Group first reported a position in LIT in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.57M in Q2 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Independent Financial Group held 13,909 shares of Global X Lithium & Battery Tech ETF worth $1.09M as of Q2 2026.
  • Independent Financial Group bought 10,723 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $887K.
  • Global X Lithium & Battery Tech ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #651 holding.
  • Independent Financial Group first reported a position in Global X Lithium & Battery Tech ETF in Q2 2020 and has held it in 23 quarters since.
  • Independent Financial Group's Global X Lithium & Battery Tech ETF position peaked at $1.57M in Q2 2023.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.