Key Financial Inc’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Key Financial Inc’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	$78.4K	Hold	1,002	–	–	0.01%	463
2026 Q1	$74.5K	Sell	1,002 -307	-23%	-$22K	0.01%	458
2025 Q4	$84.9K	Buy	1,309 +1,002	+326%	+$61.8K	0.02%	423
2025 Q3	$17.7K	Buy	307 +1	+0.3%	+$46	﹤0.01%	737
2025 Q2	$11.8K	Hold	306	–	–	﹤0.01%	813
2025 Q1	$11.9K	Buy	306 +1	+0.3%	+$41	﹤0.01%	780
2024 Q4	$12.4K	Hold	305	–	–	﹤0.01%	771
2024 Q3	$13.3K	Buy	305 +2	+0.7%	+$76	﹤0.01%	728
2024 Q2	$11.8K	Hold	303	–	–	﹤0.01%	738
2024 Q1	$13.7K	Buy	303 +2	+0.7%	+$89	﹤0.01%	684
2023 Q4	$15.3K	Hold	301	–	–	﹤0.01%	643
2023 Q3	$16.6K	Buy	301 +1	+0.3%	+$61	0.01%	608
2023 Q2	$19.5K	Hold	300	–	–	0.01%	582
2023 Q1	$19.1K	Buy	+300	New	+$19.4K	0.01%	553

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

Key Financial Inc's LIT Position: Q2 2026 in Review

Key Financial Inc held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 1,002 shares worth $78.4K. The position accounts for 0.01% of the portfolio, ranked #463.

Key Financial Inc first reported a position in LIT in Q1 2023 and has held it in 14 quarters since. The position peaked at $84.9K in Q4 2025. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Key Financial Inc held 1,002 shares of Global X Lithium & Battery Tech ETF worth $78.4K as of Q2 2026.
Key Financial Inc 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 Key Financial Inc's portfolio in Q2 2026, its #463 holding.
Key Financial Inc first reported a position in Global X Lithium & Battery Tech ETF in Q1 2023 and has held it in 14 quarters since.
Key Financial Inc's Global X Lithium & Battery Tech ETF position peaked at $84.9K in Q4 2025.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.