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Keel Point’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Keel Point’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 		$268K Hold
3,421
– – 0.02% 412
2026
Q1 		$254K Hold
3,421
– – 0.02% 384
2025
Q4 		$222K Buy
+3,421
New +$211K 0.01% 481
2024
Q3 		– Sell
-9,931
Closed -$361K – 456
2024
Q2 		$361K Hold
9,931
– – 0.03% 292
2024
Q1 		$450K Sell
9,931
-122
-1% -$5.44K 0.05% 223
2023
Q4 		$512K Sell
10,053
-2,017
-17% -$100K 0.06% 175
2023
Q3 		$666K Sell
12,070
-146
-1% -$8.92K 0.09% 137
2023
Q2 		$794K Sell
12,216
-5,894
-33% -$367K 0.11% 122
2023
Q1 		$1.15M Buy
18,110
+8,307
+85% +$536K 0.17% 100
2022
Q4 		$575K Buy
9,803
+353
+4% +$23.6K 0.09% 148
2022
Q3 		$625K Sell
9,450
-252
-3% -$18.7K 0.11% 123
2022
Q2 		$765K Buy
9,702
+2,034
+27% +$145K 0.12% 115
2022
Q1 		$590K Sell
7,668
-68
-0.9% -$5.2K 0.09% 136
2021
Q4 		$653K Buy
7,736
+1,547
+25% +$137K 0.07% 128
2021
Q3 		$507K Buy
6,189
+1,371
+28% +$112K 0.07% 151
2021
Q2 		$349K Sell
4,818
-17,623
-79% -$1.13M 0.04% 182
2021
Q1 		$1.31M Buy
+22,441
New +$1.47M 0.13% 112

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WH
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Keel Point's LIT Position: Q2 2026 in Review

Keel Point held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 3,421 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #412.

Keel Point first reported a position in LIT in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.31M in Q1 2021. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Keel Point held 3,421 shares of Global X Lithium & Battery Tech ETF worth $268K as of Q2 2026.
  • Keel Point left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
  • Global X Lithium & Battery Tech ETF made up 0.02% of Keel Point's portfolio in Q2 2026, its #412 holding.
  • Keel Point first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and has held it in 17 quarters since.
  • Keel Point's Global X Lithium & Battery Tech ETF position peaked at $1.31M in Q1 2021.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.