Kestra Advisory Services
LIT icon

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
Q3 		$1.3M Buy
19,042
+1,816
+11% +$131K ﹤0.01% 1760
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

Whitcomb & Hess
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
Lake Hills Wealth Management
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Ipsen Advisor Group
Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services's LIT Position: Q3 2026 in Review

Kestra Advisory Services increased its Global X Lithium & Battery Tech ETF (LIT) stake by 11% in Q3 2026, buying an estimated $131K and bringing the position to 19,042 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Kestra Advisory Services first reported a position in LIT in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.3M in Q2 2022. 128 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

  • Kestra Advisory Services held 19,042 shares of Global X Lithium & Battery Tech ETF worth $1.3M as of Q3 2026.
  • Kestra Advisory Services bought 1,816 Global X Lithium & Battery Tech ETF shares in Q3 2026, an estimated $131K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1760 holding.
  • Kestra Advisory Services first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Global X Lithium & Battery Tech ETF position peaked at $6.3M in Q2 2022.
  • 128 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.