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 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%	+$2.75K	﹤0.01%	767
2021 Q4	$3K	Buy	+40	New	+$3.55K	﹤0.01%	901

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

Larson Financial Group's LIT Position: Q2 2026 in Review

Larson Financial Group held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 3,309 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #743.

Larson Financial Group first reported a position in LIT in Q4 2021 and has held it in 16 quarters since. 294 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Larson Financial Group held 3,309 shares of Global X Lithium & Battery Tech ETF worth $259K as of Q2 2026.
Larson Financial Group left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
Global X Lithium & Battery Tech ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #743 holding.
Larson Financial Group first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 16 quarters since.
294 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.