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

Oxford 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	$363K	Hold	4,637	–	–	0.02%	184
2026 Q1	$345K	Hold	4,637	–	–	0.02%	202
2025 Q4	$301K	Hold	4,637	–	–	0.02%	191
2025 Q3	$264K	Buy	+4,637	New	+$213K	0.01%	194
2024 Q4	–	Sell	-4,637	Closed	-$202K	–	314
2024 Q3	$202K	Buy	+4,637	New	+$177K	0.01%	237
2024 Q2	–	Sell	-4,637	Closed	-$210K	–	327
2024 Q1	$210K	Hold	4,637	–	–	0.01%	215
2023 Q4	$236K	Hold	4,637	–	–	0.02%	211
2023 Q3	$256K	Buy	4,637 +500	+12%	+$30.5K	0.02%	186
2023 Q2	$269K	Hold	4,137	–	–	0.03%	192
2023 Q1	$263K	Sell	4,137 -891	-18%	-$57.5K	0.03%	164
2022 Q4	$295K	Buy	5,028 +891	+22%	+$59.5K	0.03%	158
2022 Q3	$273K	Hold	4,137	–	–	0.04%	145
2022 Q2	$300K	Hold	4,137	–	–	0.04%	151
2022 Q1	$318K	Hold	4,137	–	–	0.04%	153
2021 Q4	$349K	Buy	4,137 +2,544	+160%	+$226K	0.04%	152
2021 Q3	$131K	Buy	+1,593	New	+$131K	0.02%	188

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

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

Oxford Financial Group held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 4,637 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #184.

Oxford Financial Group first reported a position in LIT in Q3 2021 and has held it in 16 quarters since. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Oxford Financial Group held 4,637 shares of Global X Lithium & Battery Tech ETF worth $363K as of Q2 2026.
Oxford Financial Group left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
Global X Lithium & Battery Tech ETF made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #184 holding.
Oxford Financial Group first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and has held it in 16 quarters since.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.