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

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

Kraft Davis & Associates's LIT Position: Q2 2026 in Review

Kraft Davis & Associates increased its Global X Lithium & Battery Tech ETF (LIT) stake by 0.95% in Q2 2026, buying an estimated $9.43K and bringing the position to 12,068 shares worth $866K. The position accounts for 0.18% of the portfolio, ranked #58.

Kraft Davis & Associates first reported a position in LIT in Q4 2022 and has held it in 13 quarters since. The position peaked at $9.39M in Q4 2022. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Kraft Davis & Associates held 12,068 shares of Global X Lithium & Battery Tech ETF worth $866K as of Q2 2026.
Kraft Davis & Associates bought 114 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $9.43K.
Global X Lithium & Battery Tech ETF made up 0.18% of Kraft Davis & Associates's portfolio in Q2 2026, its #58 holding.
Kraft Davis & Associates first reported a position in Global X Lithium & Battery Tech ETF in Q4 2022 and has held it in 13 quarters since.
Kraft Davis & Associates's Global X Lithium & Battery Tech ETF position peaked at $9.39M in Q4 2022.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.