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Kerr Financial Planning’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Kerr Financial Planning’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 		$3.54K Sell
46
-204
-82% -$16.9K ﹤0.01% 447
2026
Q1 		$4.4K Buy
250
+205
+456% +$14.7K ﹤0.01% 429
2025
Q4 		$3.1K Hold
45
– – ﹤0.01% 436
2025
Q3 		$2.93K Buy
+45
New +$2.07K ﹤0.01% 457

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

Kerr Financial Planning's LIT Position: Q2 2026 in Review

Kerr Financial Planning reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 82% in Q2 2026, selling an estimated $16.9K and leaving 46 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Kerr Financial Planning first reported a position in LIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.4K in Q1 2026. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Kerr Financial Planning held 46 shares of Global X Lithium & Battery Tech ETF worth $3.54K as of Q2 2026.
  • Kerr Financial Planning sold 204 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $16.9K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #447 holding.
  • Kerr Financial Planning first reported a position in Global X Lithium & Battery Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Global X Lithium & Battery Tech ETF position peaked at $4.4K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.