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Keystone Financial Group (Georgia)’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Keystone Financial Group (Georgia)’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 		$3.43K Hold
50
– – ﹤0.01% 113
2026
Q2 		$3.94K Hold
50
– – ﹤0.01% 117
2026
Q1 		$3.73K Hold
50
– – ﹤0.01% 120
2025
Q4 		$3.25K Hold
50
– – ﹤0.01% 122
2025
Q3 		$2.85K Hold
50
– – ﹤0.01% 117
2025
Q2 		$2.11K Hold
50
– – ﹤0.01% 135
2025
Q1 		$1.87K Hold
50
– – ﹤0.01% 137
2024
Q4 		$2.05K Buy
+50
New +$2.2K ﹤0.01% 142

Other funds holding LIT

WH
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LHWM
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CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Keystone Financial Group (Georgia)'s LIT Position: Q3 2026 in Review

Keystone Financial Group (Georgia) held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q3 2026 at 50 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #113.

Keystone Financial Group (Georgia) first reported a position in LIT in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.94K in Q2 2026. 24 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

  • Keystone Financial Group (Georgia) held 50 shares of Global X Lithium & Battery Tech ETF worth $3.43K as of Q3 2026.
  • Keystone Financial Group (Georgia) left its Global X Lithium & Battery Tech ETF share count unchanged in Q3 2026.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Keystone Financial Group (Georgia)'s portfolio in Q3 2026, its #113 holding.
  • Keystone Financial Group (Georgia) first reported a position in Global X Lithium & Battery Tech ETF in Q4 2024 and has held it in 8 quarters since.
  • Keystone Financial Group (Georgia)'s Global X Lithium & Battery Tech ETF position peaked at $3.94K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q3 2026, filed 13 Oct 2026.