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Kestra Advisory Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Kestra Advisory Services’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 		$1.35M Sell
17,226
-1,133
-6% -$93.7K ﹤0.01% 1619
2026
Q1 		$1.37M Buy
18,359
+1,176
+7% +$84.2K 0.01% 1525
2025
Q4 		$1.11M Sell
17,183
-27
-0.2% -$1.66K ﹤0.01% 1581
2025
Q3 		$978K Sell
17,210
-4,823
-22% -$222K ﹤0.01% 1607
2025
Q2 		$846K Buy
22,033
+1,821
+9% +$67.2K ﹤0.01% 1598
2025
Q1 		$784K Sell
20,212
-3,997
-17% -$164K ﹤0.01% 1539
2024
Q4 		$987K Sell
24,209
-24,943
-51% -$1.1M 0.01% 1429
2024
Q3 		$2.14M Sell
49,152
-6,475
-12% -$247K 0.01% 924
2024
Q2 		$2.16M Buy
55,627
+5,197
+10% +$227K 0.01% 921
2024
Q1 		$2.28M Buy
50,430
+1,944
+4% +$86.6K 0.02% 817
2023
Q4 		$2.47M Sell
48,486
-131
-0.3% -$6.49K 0.02% 703
2023
Q3 		$2.68M Buy
48,617
+4,177
+9% +$255K 0.03% 596
2023
Q2 		$2.89M Buy
44,440
+1,394
+3% +$86.9K 0.03% 552
2023
Q1 		$2.74M Buy
43,046
+1,677
+4% +$108K 0.03% 536
2022
Q4 		$2.42M Sell
41,369
-12,888
-24% -$861K 0.02% 666
2022
Q3 		$3.59M Sell
54,257
-32,493
-37% -$2.41M 0.04% 467
2022
Q2 		$6.3M Buy
86,750
+11,349
+15% +$807K 0.06% 309
2022
Q1 		$5.8M Buy
75,401
+42,954
+132% +$3.29M 0.06% 334
2021
Q4 		$2.74M Buy
32,447
+7,037
+28% +$624K 0.03% 574
2021
Q3 		$2.08M Buy
25,410
+6,997
+38% +$574K 0.02% 693
2021
Q2 		$1.33M Buy
18,413
+3,457
+23% +$222K 0.02% 805
2021
Q1 		$874K Buy
14,956
+4,852
+48% +$317K 0.01% 935
2020
Q4 		$630K Buy
+10,104
New +$501K 0.01% 1083

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

Kestra Advisory Services's LIT Position: Q2 2026 in Review

Kestra Advisory Services reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 6.2% in Q2 2026, selling an estimated $93.7K and leaving 17,226 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Kestra Advisory Services first reported a position in LIT in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.3M in Q2 2022. 294 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Kestra Advisory Services held 17,226 shares of Global X Lithium & Battery Tech ETF worth $1.35M as of Q2 2026.
  • Kestra Advisory Services sold 1,133 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $93.7K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1619 holding.
  • Kestra Advisory Services first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Global X Lithium & Battery Tech ETF position peaked at $6.3M in Q2 2022.
  • 294 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.