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

Insigneo Advisory Services’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	$495K	Buy	6,319 +2,540	+67%	+$210K	0.02%	487
2026 Q1	$281K	Sell	3,779 -600	-14%	-$42.9K	0.02%	524
2025 Q4	$284K	Sell	4,379 -3,497	-44%	-$216K	0.02%	534
2025 Q3	$448K	Buy	7,876 +755	+11%	+$34.7K	0.03%	393
2025 Q2	$273K	Buy	7,121 +1,750	+33%	+$64.6K	0.02%	477
2025 Q1	$208K	Sell	5,371 -350	-6%	-$14.4K	0.02%	514
2024 Q4	$233K	Sell	5,721 -886	-13%	-$39.1K	0.02%	482
2024 Q3	$288K	Sell	6,607 -721	-10%	-$27.5K	0.03%	455
2024 Q2	$266K	Sell	7,328 -1,146	-14%	-$50K	0.03%	433
2024 Q1	$384K	Sell	8,474 -135	-2%	-$6.01K	0.05%	318
2023 Q4	$442K	Buy	8,609 +236	+3%	+$11.7K	0.06%	260
2023 Q3	$462K	Hold	8,373	–	–	0.09%	198
2023 Q2	$546K	Buy	8,373 +1,224	+17%	+$76.3K	0.1%	179
2023 Q1	$454K	Buy	7,149 +2,871	+67%	+$185K	0.14%	152
2022 Q4	$253K	Buy	+4,278	New	+$286K	0.1%	215

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

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 $467M AUM 13.43% 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

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

Insigneo Advisory Services's LIT Position: Q2 2026 in Review

Insigneo Advisory Services increased its Global X Lithium & Battery Tech ETF (LIT) stake by 67% in Q2 2026, buying an estimated $210K and bringing the position to 6,319 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #487.

Insigneo Advisory Services first reported a position in LIT in Q4 2022 and has held it in 15 quarters since. The position peaked at $546K in Q2 2023. 295 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Insigneo Advisory Services held 6,319 shares of Global X Lithium & Battery Tech ETF worth $495K as of Q2 2026.
Insigneo Advisory Services bought 2,540 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $210K.
Global X Lithium & Battery Tech ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #487 holding.
Insigneo Advisory Services first reported a position in Global X Lithium & Battery Tech ETF in Q4 2022 and has held it in 15 quarters since.
Insigneo Advisory Services's Global X Lithium & Battery Tech ETF position peaked at $546K in Q2 2023.
295 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

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