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Jackson Grant Investment Advisers’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Jackson Grant Investment Advisers’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 		$8.32K Hold
106
– – ﹤0.01% 329
2026
Q1 		$7.9K Hold
106
– – ﹤0.01% 321
2025
Q4 		$6.88K Hold
106
– – ﹤0.01% 326
2025
Q3 		$6.03K Hold
106
– – ﹤0.01% 333
2025
Q2 		$4.07K Hold
106
– – ﹤0.01% 336
2025
Q1 		$4.11K Hold
106
– – ﹤0.01% 326
2024
Q4 		$4.31K Hold
106
– – ﹤0.01% 334
2024
Q3 		$4.61K Buy
106
+1
+1% +$38 ﹤0.01% 326
2024
Q2 		$4.09K Hold
105
– – ﹤0.01% 329
2024
Q1 		$4.77K Hold
105
– – ﹤0.01% 308
2023
Q4 		$5.34K Hold
105
– – ﹤0.01% 285
2023
Q3 		$5.79K Hold
105
– – ﹤0.01% 275
2023
Q2 		$6.81K Hold
105
– – ﹤0.01% 273
2023
Q1 		$6.65K Buy
105
+1
+1% +$65 ﹤0.01% 308
2022
Q4 		$6.11K Hold
104
– – ﹤0.01% 301
2022
Q3 		$7K Hold
104
– – ﹤0.01% 311
2022
Q2 		$8K Hold
104
– – ﹤0.01% 317
2022
Q1 		$8K Hold
104
– – ﹤0.01% 330
2021
Q4 		$9K Buy
104
+11
+12% +$975 ﹤0.01% 268
2021
Q3 		$8K Buy
93
+60
+182% +$4.92K ﹤0.01% 334
2021
Q2 		$2K Buy
+33
New +$2.12K ﹤0.01% 367

Other funds holding LIT

WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
LF
Longbow Finance Lutry, Switzerland $782M AUM 48.76% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAG
Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

Jackson Grant Investment Advisers's LIT Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 106 shares worth $8.32K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Jackson Grant Investment Advisers first reported a position in LIT in Q2 2021 and has held it in 21 quarters since. The position peaked at $9K in Q4 2021. 119 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Jackson Grant Investment Advisers held 106 shares of Global X Lithium & Battery Tech ETF worth $8.32K as of Q2 2026.
  • Jackson Grant Investment Advisers left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #329 holding.
  • Jackson Grant Investment Advisers first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and has held it in 21 quarters since.
  • Jackson Grant Investment Advisers's Global X Lithium & Battery Tech ETF position peaked at $9K in Q4 2021.
  • 119 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.