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

Kestra Private Wealth 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	$265K	Hold	3,383	–	–	﹤0.01%	1561
2026 Q1	$252K	Buy	3,383 +6	+0.2%	+$429	﹤0.01%	1532
2025 Q4	$219K	Buy	+3,377	New	+$208K	﹤0.01%	1559
2024 Q2	–	Sell	-4,552	Closed	-$206K	–	1384
2024 Q1	$206K	Buy	4,552 +207	+5%	+$9.22K	﹤0.01%	1181
2023 Q4	$221K	Sell	4,345 -352	-7%	-$17.5K	0.01%	1072
2023 Q3	$259K	Buy	4,697 +495	+12%	+$30.2K	0.01%	930
2023 Q2	$273K	Buy	+4,202	New	+$262K	0.01%	850
2022 Q3	–	Sell	-2,993	Closed	-$217K	–	942
2022 Q2	$217K	Sell	2,993 -869	-23%	-$61.8K	0.01%	768
2022 Q1	$297K	Buy	3,862 +124	+3%	+$9.49K	0.01%	753
2021 Q4	$316K	Buy	+3,738	New	+$331K	0.02%	748

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

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 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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Kestra Private Wealth Services's LIT Position: Q2 2026 in Review

Kestra Private Wealth Services held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 3,383 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Kestra Private Wealth Services first reported a position in LIT in Q4 2021 and has held it in 10 quarters since. The position peaked at $316K in Q4 2021. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Kestra Private Wealth Services held 3,383 shares of Global X Lithium & Battery Tech ETF worth $265K as of Q2 2026.
Kestra Private Wealth Services left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1561 holding.
Kestra Private Wealth Services first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 10 quarters since.
Kestra Private Wealth Services's Global X Lithium & Battery Tech ETF position peaked at $316K in Q4 2021.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

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