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Integrated Wealth Concepts’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Integrated Wealth Concepts’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 		$1.81M Buy
23,076
+6,013
+35% +$498K 0.01% 1010
2026
Q1 		$1.27M Buy
17,063
+104
+0.6% +$7.44K 0.01% 989
2025
Q4 		$1.1M Sell
16,959
-3,772
-18% -$232K 0.01% 733
2025
Q3 		$1.18M Buy
20,731
+14,782
+248% +$680K 0.01% 900
2025
Q2 		$228K Sell
5,949
-133
-2% -$4.91K ﹤0.01% 1694
2025
Q1 		$236K Sell
6,082
-799
-12% -$32.8K ﹤0.01% 1539
2024
Q4 		$281K Sell
6,881
-2,160
-24% -$95.2K ﹤0.01% 1405
2024
Q3 		$394K Sell
9,041
-5,491
-38% -$209K ﹤0.01% 1194
2024
Q2 		$564K Sell
14,532
-4,469
-24% -$195K 0.01% 995
2024
Q1 		$861K Sell
19,001
-19,651
-51% -$876K 0.01% 822
2023
Q4 		$1.97M Sell
38,652
-10,218
-21% -$507K 0.03% 489
2023
Q3 		$2.7M Sell
48,870
-143
-0.3% -$8.74K 0.05% 356
2023
Q2 		$3.19M Buy
49,013
+5,643
+13% +$352K 0.05% 322
2023
Q1 		$2.76M Buy
43,370
+10,201
+31% +$658K 0.06% 311
2022
Q4 		$1.94M Buy
33,169
+1,036
+3% +$69.2K 0.05% 322
2022
Q3 		$2.12M Buy
32,133
+106
+0.3% +$7.87K 0.07% 267
2022
Q2 		$2.33M Sell
32,027
-153
-0.5% -$10.9K 0.07% 249
2022
Q1 		$2.48M Buy
32,180
+15,208
+90% +$1.16M 0.08% 217
2021
Q4 		$1.43M Buy
16,972
+5,664
+50% +$502K 0.04% 326
2021
Q3 		$927K Buy
11,308
+938
+9% +$76.9K 0.03% 407
2021
Q2 		$751K Buy
10,370
+6,246
+151% +$402K 0.03% 433
2021
Q1 		$241K Buy
+4,124
New +$269K 0.01% 643

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

Integrated Wealth Concepts's LIT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Global X Lithium & Battery Tech ETF (LIT) stake by 35% in Q2 2026, buying an estimated $498K and bringing the position to 23,076 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #1010.

Integrated Wealth Concepts first reported a position in LIT in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.19M in Q2 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Integrated Wealth Concepts held 23,076 shares of Global X Lithium & Battery Tech ETF worth $1.81M as of Q2 2026.
  • Integrated Wealth Concepts bought 6,013 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $498K.
  • Global X Lithium & Battery Tech ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1010 holding.
  • Integrated Wealth Concepts first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and has held it in 22 quarters since.
  • Integrated Wealth Concepts's Global X Lithium & Battery Tech ETF position peaked at $3.19M in Q2 2023.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.