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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
Q3 		– Sell
-13,909
Closed -$1.09M – 1620
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

WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Independent Financial Group's LIT Position: Q3 2026 in Review

Independent Financial Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2026, closing a stake of 13,909 shares — an estimated $1.09M sold.

Independent Financial Group first reported a position in LIT in Q2 2020 and held it in 23 quarters. The position peaked at $1.57M in Q2 2023. 24 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

  • Independent Financial Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2026 after selling out during the quarter.
  • Independent Financial Group sold 13,909 Global X Lithium & Battery Tech ETF shares in Q3 2026, an estimated $1.09M.
  • Independent Financial Group first reported a position in Global X Lithium & Battery Tech ETF in Q2 2020 and held it in 23 quarters.
  • Independent Financial Group's Global X Lithium & Battery Tech ETF position peaked at $1.57M in Q2 2023.
  • 24 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.