Kraft Davis & Associates’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Kraft Davis & Associates’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	$866K	Buy	12,068 +114	+1%	+$9.43K	0.18%	58
2026 Q1	$1.05M	Sell	11,954 -32,194	-73%	-$2.3M	0.22%	54
2025 Q4	$3.11M	Sell	44,148 -420	-0.9%	-$25.9K	0.7%	35
2025 Q3	$2.66M	Sell	44,568 -4,976	-10%	-$229K	0.65%	35
2025 Q2	$2.14M	Buy	+49,544	New	+$1.83M	0.59%	35
2025 Q1	–	Sell	-132,896	Closed	-$5.49M	–	138
2024 Q4	$5.49M	Sell	132,896 -1,473	-1%	-$64.9K	1.57%	21
2024 Q3	$5.79M	Sell	134,369 -3,500	-3%	-$133K	1.73%	19
2024 Q2	$5.38M	Sell	137,869 -640	-0.5%	-$27.9K	1.63%	21
2024 Q1	$6.34M	Sell	138,509 -5,046	-4%	-$225K	1.91%	19
2023 Q4	$6.24M	Sell	143,555 -6,836	-5%	-$339K	1.87%	21
2023 Q3	$7.93M	Buy	150,391 +4,171	+3%	+$255K	2.98%	11
2023 Q2	$8.73M	Buy	+146,220	New	+$9.11M	3.03%	12
2022 Q4	$9.39M	Buy	+137,868	New	+$9.21M	3.72%	7

Other funds holding LIT

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

Northbridge Financial Group Tampa, Florida $260M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return