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

Merit 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 		$306K Buy
+3,910
New +$324K ﹤0.01% 1798
2024
Q3 		– Sell
-5,627
Closed -$218K – 908
2024
Q2 		$218K Sell
5,627
-868
-13% -$37.8K ﹤0.01% 840
2024
Q1 		$299K Sell
6,495
-182
-3% -$8.11K 0.01% 711
2023
Q4 		$340K Sell
6,677
-1,700
-20% -$84.3K 0.01% 586
2023
Q3 		$462K Sell
8,377
-376
-4% -$23K 0.02% 475
2023
Q2 		$569K Buy
8,753
+865
+11% +$53.9K 0.02% 436
2023
Q1 		$501K Sell
7,888
-1,013
-11% -$65.3K 0.02% 397
2022
Q4 		$522K Sell
8,901
-382
-4% -$25.5K 0.02% 410
2022
Q3 		$614K Buy
+9,283
New +$689K 0.03% 323

Other funds holding LIT

WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
NFG
Northbridge Financial Group Tampa, Florida $261M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Merit Financial Group opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q2 2026: 3,910 shares worth $306K. The stake represents ﹤0.01% of the portfolio and ranks #1798 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in LIT as recently as Q2 2024.

Merit Financial Group first reported a position in LIT in Q3 2022 and has held it in 9 quarters since. The position peaked at $614K in Q3 2022. 35 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Merit Financial Group held 3,910 shares of Global X Lithium & Battery Tech ETF worth $306K as of Q2 2026.
  • Global X Lithium & Battery Tech ETF was a new Merit Financial Group position in Q2 2026.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1798 holding.
  • Merit Financial Group first reported a position in Global X Lithium & Battery Tech ETF in Q3 2022 and has held it in 9 quarters since.
  • Merit Financial Group's Global X Lithium & Battery Tech ETF position peaked at $614K in Q3 2022.
  • 35 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.