LI
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LRI Investments’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

LRI Investments’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 		$22.8K Hold
291
– – ﹤0.01% 729
2026
Q1 		$21.6K Hold
291
– – ﹤0.01% 675
2025
Q4 		$18.9K Hold
291
– – ﹤0.01% 718
2025
Q3 		$16.5K Hold
291
– – ﹤0.01% 760
2025
Q2 		$11.2K Hold
291
– – ﹤0.01% 818
2025
Q1 		$11.3K Hold
291
– – ﹤0.01% 773
2024
Q4 		$11.9K Hold
291
– – ﹤0.01% 758
2024
Q3 		$13K Hold
291
– – ﹤0.01% 729
2024
Q2 		$11.3K Hold
291
– – ﹤0.01% 725
2024
Q1 		$13.2K Buy
+291
New +$13K ﹤0.01% 451

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
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 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
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

LRI Investments's LIT Position: Q2 2026 in Review

LRI Investments held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 291 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

LRI Investments first reported a position in LIT in Q1 2024 and has held it in 10 quarters since. 119 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • LRI Investments held 291 shares of Global X Lithium & Battery Tech ETF worth $22.8K as of Q2 2026.
  • LRI Investments 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 LRI Investments's portfolio in Q2 2026, its #729 holding.
  • LRI Investments first reported a position in Global X Lithium & Battery Tech ETF in Q1 2024 and has held it in 10 quarters since.
  • 119 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.