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Juncture Wealth Strategies’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Juncture Wealth Strategies’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 		$2.9M Buy
37,038
+17,011
+85% +$1.41M 0.75% 28
2026
Q1 		$1.49M Buy
20,027
+15,098
+306% +$1.08M 0.5% 38
2025
Q4 		$320K Buy
+4,929
New +$304K 0.11% 98
2023
Q4 		– Sell
-40,356
Closed -$2.23M – 110
2023
Q3 		$2.23M Sell
40,356
-3,207
-7% -$196K 1.09% 24
2023
Q2 		$2.83M Buy
43,563
+1,839
+4% +$115K 1.33% 21
2023
Q1 		$2.65M Buy
41,724
+12,432
+42% +$802K 1.31% 20
2022
Q4 		$1.72M Sell
29,292
-19,534
-40% -$1.31M 0.82% 29
2022
Q3 		$3.23M Buy
48,826
+2,875
+6% +$213K 1.61% 19
2022
Q2 		$3.34M Sell
45,951
-9,797
-18% -$697K 1.64% 23
2022
Q1 		$4.29M Buy
55,748
+3,718
+7% +$285K 2.04% 16
2021
Q4 		$4.39M Buy
52,030
+4,150
+9% +$368K 2.09% 11
2021
Q3 		$3.92M Buy
47,880
+5,065
+12% +$415K 2.07% 12
2021
Q2 		$3.67M Buy
42,815
+14,667
+52% +$944K 2.11% 11
2021
Q1 		$1.63M Buy
28,148
+22,960
+443% +$1.5M 1.03% 28
2020
Q4 		$321K Buy
+5,188
New +$257K 0.2% 92
2019
Q1 		– Sell
-15,104
Closed -$408K – 123
2018
Q4 		$408K Sell
15,104
-3,167
-17% -$96.3K 0.28% 74
2018
Q3 		$602K Sell
18,271
-9,063
-33% -$293K 0.31% 69
2018
Q2 		$889K Buy
27,334
+1,306
+5% +$43.7K 0.48% 50
2018
Q1 		$858K Sell
26,028
-240
-0.9% -$8.75K 0.48% 52
2017
Q4 		$1.02M Sell
26,268
-2,915
-10% -$115K 0.57% 45
2017
Q3 		$1.09M Sell
29,183
-1,270
-4% -$41.9K 0.61% 41
2017
Q2 		$884K Buy
30,453
+2,296
+8% +$66.7K 0.51% 48
2017
Q1 		$791K Buy
28,157
+16,430
+140% +$436K 0.49% 54
2016
Q4 		$286K Sell
11,727
-746
-6% -$18.2K 0.2% 75
2016
Q3 		$308K Buy
+12,473
New +$309K 0.21% 71

Other funds holding LIT

WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
NFG
Northbridge Financial Group Tampa, Florida $261M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Juncture Wealth Strategies's LIT Position: Q2 2026 in Review

Juncture Wealth Strategies increased its Global X Lithium & Battery Tech ETF (LIT) stake by 85% in Q2 2026, buying an estimated $1.41M and bringing the position to 37,038 shares worth $2.9M. The position accounts for 0.75% of the portfolio, ranked #28.

Juncture Wealth Strategies first reported a position in LIT in Q3 2016 and has held it in 25 quarters since. The position peaked at $4.39M in Q4 2021. 36 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Juncture Wealth Strategies held 37,038 shares of Global X Lithium & Battery Tech ETF worth $2.9M as of Q2 2026.
  • Juncture Wealth Strategies bought 17,011 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $1.41M.
  • Global X Lithium & Battery Tech ETF made up 0.75% of Juncture Wealth Strategies's portfolio in Q2 2026, its #28 holding.
  • Juncture Wealth Strategies first reported a position in Global X Lithium & Battery Tech ETF in Q3 2016 and has held it in 25 quarters since.
  • Juncture Wealth Strategies's Global X Lithium & Battery Tech ETF position peaked at $4.39M in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.