Jones Financial Companies’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Jones Financial Companies’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	$1.04M	Sell	13,698 -47	-0.3%	-$3.89K	﹤0.01%	1878
2026 Q1	$988K	Buy	13,745 +4,420	+47%	+$316K	﹤0.01%	1721
2025 Q4	$605K	Buy	9,325 +3,114	+50%	+$192K	﹤0.01%	1431
2025 Q3	$345K	Sell	6,211 -162	-3%	-$7.45K	﹤0.01%	1562
2025 Q2	$246K	Sell	6,373 -283	-4%	-$10.4K	﹤0.01%	1572
2025 Q1	$262K	Buy	6,656 +4,380	+192%	+$180K	﹤0.01%	1375
2024 Q4	$92.8K	Buy	2,276 +160	+8%	+$7.05K	﹤0.01%	1651
2024 Q3	$90K	Buy	2,116 +1,040	+97%	+$39.6K	﹤0.01%	1444
2024 Q2	$41.8K	Buy	+1,076	New	+$46.9K	﹤0.01%	1312

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

Jones Financial Companies's LIT Position: Q2 2026 in Review

Jones Financial Companies reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 0.34% in Q2 2026, selling an estimated $3.89K and leaving 13,698 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Jones Financial Companies first reported a position in LIT in Q2 2024 and has held it in 9 quarters since. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Jones Financial Companies held 13,698 shares of Global X Lithium & Battery Tech ETF worth $1.04M as of Q2 2026.
Jones Financial Companies sold 47 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $3.89K.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1878 holding.
Jones Financial Companies first reported a position in Global X Lithium & Battery Tech ETF in Q2 2024 and has held it in 9 quarters since.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.