Moran Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Moran Wealth 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	$2.67M	Buy	34,082 +2,470	+8%	+$204K	0.07%	282
2026 Q1	$2.35M	Sell	31,612 -200	-0.6%	-$14.3K	0.07%	289
2025 Q4	$2.06M	Buy	31,812 +6,951	+28%	+$428K	0.06%	286
2025 Q3	$1.41M	Buy	24,861 +10,799	+77%	+$496K	0.04%	310
2025 Q2	$540K	Buy	14,062 +6,960	+98%	+$257K	0.02%	405
2025 Q1	$276K	Buy	+7,102	New	+$291K	0.01%	405
2023 Q3	–	Sell	-5,259	Closed	-$342K	–	395
2023 Q2	$342K	Sell	5,259 -5,610	-52%	-$350K	0.01%	331
2023 Q1	$691K	Buy	10,869 +417	+4%	+$26.9K	0.03%	279
2022 Q4	$613K	Buy	+10,452	New	+$698K	0.02%	282

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

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 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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Moran Wealth Management's LIT Position: Q2 2026 in Review

Moran Wealth Management increased its Global X Lithium & Battery Tech ETF (LIT) stake by 7.8% in Q2 2026, buying an estimated $204K and bringing the position to 34,082 shares worth $2.67M. The position accounts for 0.07% of the portfolio, ranked #282.

Moran Wealth Management first reported a position in LIT in Q4 2022 and has held it in 9 quarters since. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Moran Wealth Management held 34,082 shares of Global X Lithium & Battery Tech ETF worth $2.67M as of Q2 2026.
Moran Wealth Management bought 2,470 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $204K.
Global X Lithium & Battery Tech ETF made up 0.07% of Moran Wealth Management's portfolio in Q2 2026, its #282 holding.
Moran Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2022 and has held it in 9 quarters since.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.