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Marshall Investment Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Marshall Investment 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 		$2.77M Buy
35,398
+4,045
+13% +$335K 1.15% 29
2026
Q1 		$2.33M Sell
31,353
-4,025
-11% -$288K 1.12% 32
2025
Q4 		$2.29M Sell
35,378
-9,466
-21% -$583K 1.15% 30
2025
Q3 		$2.55M Buy
+44,844
New +$2.06M 1.35% 27

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WH
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Marshall Investment Management's LIT Position: Q2 2026 in Review

Marshall Investment Management increased its Global X Lithium & Battery Tech ETF (LIT) stake by 13% in Q2 2026, buying an estimated $335K and bringing the position to 35,398 shares worth $2.77M. The position accounts for 1.15% of the portfolio, ranked #29.

Marshall Investment Management first reported a position in LIT in Q3 2025 and has held it in 4 quarters since. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Marshall Investment Management held 35,398 shares of Global X Lithium & Battery Tech ETF worth $2.77M as of Q2 2026.
  • Marshall Investment Management bought 4,045 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $335K.
  • Global X Lithium & Battery Tech ETF made up 1.15% of Marshall Investment Management's portfolio in Q2 2026, its #29 holding.
  • Marshall Investment Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.