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Lake Hills Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Lake Hills Wealth Management’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 		$4.24M Sell
54,188
-1,653
-3% -$137K 1.93% 17
2026
Q1 		$4.15M Buy
+55,841
New +$4M 2.32% 17
2025
Q4 		– Sell
-7,930
Closed -$451K – 68
2025
Q3 		$451K Hold
7,930
– – 0.24% 30
2025
Q2 		$305K Sell
7,930
-25
-0.3% -$923 0.17% 43
2025
Q1 		$309K Hold
7,955
– – 0.21% 38
2024
Q4 		$324K Buy
+7,955
New +$351K 0.22% 48

Other funds holding LIT

WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
LF
Longbow Finance Lutry, Switzerland $782M AUM 48.76% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAG
Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Lake Hills Wealth Management's LIT Position: Q2 2026 in Review

Lake Hills Wealth Management reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 3% in Q2 2026, selling an estimated $137K and leaving 54,188 shares worth $4.24M. The position accounts for 1.93% of the portfolio, ranked #17.

Lake Hills Wealth Management first reported a position in LIT in Q4 2024 and has held it in 6 quarters since. 112 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Lake Hills Wealth Management held 54,188 shares of Global X Lithium & Battery Tech ETF worth $4.24M as of Q2 2026.
  • Lake Hills Wealth Management sold 1,653 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $137K.
  • Global X Lithium & Battery Tech ETF made up 1.93% of Lake Hills Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Lake Hills Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2024 and has held it in 6 quarters since.
  • 112 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.