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

Mather 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	$413K	Buy	6,029 +21	+0.3%	+$1.52K	﹤0.01%	590
2026 Q2	$470K	Buy	6,008 +475	+9%	+$39.3K	﹤0.01%	553
2026 Q1	$411K	Buy	+5,533	New	+$396K	﹤0.01%	543
2024 Q3	–	Sell	-200	Closed	-$9.06K	–	1984
2024 Q2	$9.06K	Buy	+200	New	+$8.72K	﹤0.01%	1481

Other funds holding LIT

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Mather Group's LIT Position: Q3 2026 in Review

Mather Group increased its Global X Lithium & Battery Tech ETF (LIT) stake by 0.35% in Q3 2026, buying an estimated $1.52K and bringing the position to 6,029 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Mather Group first reported a position in LIT in Q2 2024 and has held it in 4 quarters since. The position peaked at $470K in Q2 2026. 39 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

Mather Group held 6,029 shares of Global X Lithium & Battery Tech ETF worth $413K as of Q3 2026.
Mather Group bought 21 Global X Lithium & Battery Tech ETF shares in Q3 2026, an estimated $1.52K.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #590 holding.
Mather Group first reported a position in Global X Lithium & Battery Tech ETF in Q2 2024 and has held it in 4 quarters since.
Mather Group's Global X Lithium & Battery Tech ETF position peaked at $470K in Q2 2026.
39 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.