Larson Financial Group
LIT icon

Larson Financial Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Larson Financial Group’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 		$220K Sell
3,221
-88
-3% -$6.35K 0.01% 906
2026
Q2 		$259K Hold
3,309
– – 0.01% 743
2026
Q1 		$246K Buy
3,309
+7
+0.2% +$501 0.01% 658
2025
Q4 		$214K Sell
3,302
-402
-11% -$24.8K 0.01% 682
2025
Q3 		$211K Sell
3,704
-1,446
-28% -$66.5K 0.01% 677
2025
Q2 		$198K Sell
5,150
-362
-7% -$13.4K 0.01% 659
2025
Q1 		$214K Buy
5,512
+878
+19% +$36K 0.01% 614
2024
Q4 		$189K Sell
4,634
-231
-5% -$10.2K 0.01% 576
2024
Q3 		$212K Sell
4,865
-913
-16% -$34.8K 0.01% 562
2024
Q2 		$224K Buy
+5,778
New +$252K 0.02% 432
2023
Q3 		– Sell
-76
Closed -$4.94K – 1748
2023
Q2 		$4.94K Hold
76
– – ﹤0.01% 1105
2023
Q1 		$4.83K Hold
76
– – ﹤0.01% 1097
2022
Q4 		$4.45K Hold
76
– – ﹤0.01% 1058
2022
Q3 		$5K Hold
76
– – ﹤0.01% 963
2022
Q2 		$6K Hold
76
– – ﹤0.01% 831
2022
Q1 		$6K Buy
76
+36
+90% +$2.76K ﹤0.01% 767
2021
Q4 		$3K Buy
+40
New +$3.55K ﹤0.01% 901

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UBS Group
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PNC Financial Services Group
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Longbow Finance
Longbow Finance Lutry, Switzerland $850M AUM 42.98% 1-Year Est. Return
Catalyst Funds Management
Catalyst Funds Management Sydney NSW, Australia $926M AUM 83.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Lake Hills Wealth Management
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Larson Financial Group's LIT Position: Q3 2026 in Review

Larson Financial Group reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 2.7% in Q3 2026, selling an estimated $6.35K and leaving 3,221 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #906.

Larson Financial Group first reported a position in LIT in Q4 2021 and has held it in 17 quarters since. The position peaked at $259K in Q2 2026. 199 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

  • Larson Financial Group held 3,221 shares of Global X Lithium & Battery Tech ETF worth $220K as of Q3 2026.
  • Larson Financial Group sold 88 Global X Lithium & Battery Tech ETF shares in Q3 2026, an estimated $6.35K.
  • Global X Lithium & Battery Tech ETF made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #906 holding.
  • Larson Financial Group first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 17 quarters since.
  • Larson Financial Group's Global X Lithium & Battery Tech ETF position peaked at $259K in Q2 2026.
  • 199 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.