Innovative Advisory Group, LLC’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Innovative Advisory Group, LLC’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	$2.78M	Buy	+35,473	New	+$2.93M	2.11%	8
2026 Q1	–	Sell	-2,418	Closed	-$157K	–	137
2025 Q4	$157K	Sell	2,418 -1,371	-36%	-$84.5K	0.1%	43
2025 Q3	$215K	Buy	3,789 +1	+0%	+$46	0.13%	40
2025 Q2	$145K	Sell	3,788 -150	-4%	-$5.54K	0.12%	39
2025 Q1	$153K	Hold	3,938	–	–	0.15%	35
2024 Q4	$161K	Buy	+3,938	New	+$174K	0.14%	36

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

Innovative Advisory Group, LLC's LIT Position: Q2 2026 in Review

Innovative Advisory Group, LLC opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q2 2026: 35,473 shares worth $2.78M. The stake represents 2.11% of the portfolio and ranks #8 among its holdings. This is a return to the name: Innovative Advisory Group, LLC previously reported a position in LIT as recently as Q4 2025.

Innovative Advisory Group, LLC first reported a position in LIT in Q4 2024 and has held it in 6 quarters since. 295 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Innovative Advisory Group, LLC held 35,473 shares of Global X Lithium & Battery Tech ETF worth $2.78M as of Q2 2026.
Global X Lithium & Battery Tech ETF was a new Innovative Advisory Group, LLC position in Q2 2026.
Global X Lithium & Battery Tech ETF made up 2.11% of Innovative Advisory Group, LLC's portfolio in Q2 2026, its #8 holding.
Innovative Advisory Group, LLC first reported a position in Global X Lithium & Battery Tech ETF in Q4 2024 and has held it in 6 quarters since.
295 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q2 2026, filed 22 Sep 2026.