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 Q3	$263K	Sell	3,849 -61	-2%	-$4.4K	﹤0.01%	2003
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

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

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Longbow Finance Lutry, Switzerland $850M AUM 42.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Catalyst Funds Management Sydney NSW, Australia $926M AUM 83.1% 1-Year Est. Return

Merit Financial Group's LIT Position: Q3 2026 in Review

Merit Financial Group reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 1.6% in Q3 2026, selling an estimated $4.4K and leaving 3,849 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Merit Financial Group first reported a position in LIT in Q3 2022 and has held it in 10 quarters since. The position peaked at $614K in Q3 2022. 235 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

Merit Financial Group held 3,849 shares of Global X Lithium & Battery Tech ETF worth $263K as of Q3 2026.
Merit Financial Group sold 61 Global X Lithium & Battery Tech ETF shares in Q3 2026, an estimated $4.4K.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2003 holding.
Merit Financial Group first reported a position in Global X Lithium & Battery Tech ETF in Q3 2022 and has held it in 10 quarters since.
Merit Financial Group's Global X Lithium & Battery Tech ETF position peaked at $614K in Q3 2022.
235 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.