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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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