J.W. Cole Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

J.W. Cole Advisors’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	$288K	Buy	3,680 +761	+26%	+$63K	﹤0.01%	1300
2026 Q1	$217K	Buy	+2,919	New	+$209K	0.01%	727
2025 Q4	–	Sell	-4,238	Closed	-$241K	–	1550
2025 Q3	$241K	Sell	4,238 -2,210	-34%	-$102K	﹤0.01%	1351
2025 Q2	$248K	Buy	+6,448	New	+$238K	0.01%	1244
2023 Q4	–	Sell	-4,326	Closed	-$239K	–	835
2023 Q3	$239K	Buy	4,326 +332	+8%	+$20.3K	0.02%	634
2023 Q2	$260K	Sell	3,994 -9	-0.2%	-$561	0.02%	621
2023 Q1	$254K	Sell	4,003 -422	-10%	-$27.2K	0.02%	658
2022 Q4	$259K	Sell	4,425 -74	-2%	-$4.95K	0.02%	612
2022 Q3	$297K	Sell	4,499 -129	-3%	-$9.58K	0.02%	539
2022 Q2	$336K	Sell	4,628 -774	-14%	-$55K	0.03%	515
2022 Q1	$416K	Buy	+5,402	New	+$413K	0.03%	508
2021 Q3	–	Sell	-2,881	Closed	-$209K	–	642
2021 Q2	$209K	Buy	+2,881	New	+$185K	0.02%	687
2021 Q1	–	Sell	-5,947	Closed	-$368K	–	688
2020 Q4	$368K	Buy	+5,947	New	+$295K	0.04%	416

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

BGDI

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 $463M AUM 23.04% 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

SPIA

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

J.W. Cole Advisors's LIT Position: Q2 2026 in Review

J.W. Cole Advisors increased its Global X Lithium & Battery Tech ETF (LIT) stake by 26% in Q2 2026, buying an estimated $63K and bringing the position to 3,680 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

J.W. Cole Advisors first reported a position in LIT in Q4 2020 and has held it in 13 quarters since. The position peaked at $416K in Q1 2022. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

J.W. Cole Advisors held 3,680 shares of Global X Lithium & Battery Tech ETF worth $288K as of Q2 2026.
J.W. Cole Advisors bought 761 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $63K.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1300 holding.
J.W. Cole Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and has held it in 13 quarters since.
J.W. Cole Advisors's Global X Lithium & Battery Tech ETF position peaked at $416K in Q1 2022.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.