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PFG Investments’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

PFG Investments’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 		$461K Buy
5,883
+680
+13% +$56.3K 0.02% 713
2026
Q1 		$387K Buy
5,203
+141
+3% +$10.1K 0.02% 722
2025
Q4 		$328K Sell
5,062
-95
-2% -$5.86K 0.02% 764
2025
Q3 		$293K Sell
5,157
-374
-7% -$17.2K 0.02% 802
2025
Q2 		$212K Sell
5,531
-1,514
-21% -$55.9K 0.01% 889
2025
Q1 		$273K Sell
7,045
-845
-11% -$34.6K 0.02% 751
2024
Q4 		$322K Sell
7,890
-573
-7% -$25.3K 0.02% 680
2024
Q3 		$369K Buy
8,463
+226
+3% +$8.61K 0.02% 611
2024
Q2 		$320K Sell
8,237
-1,471
-15% -$64.1K 0.02% 621
2024
Q1 		$440K Buy
9,708
+3,576
+58% +$159K 0.03% 581
2023
Q4 		$312K Sell
6,132
-1,113
-15% -$55.2K 0.06% 340
2023
Q3 		$400K Buy
7,245
+152
+2% +$9.29K 0.08% 284
2023
Q2 		$461K Buy
7,093
+143
+2% +$8.91K 0.08% 261
2023
Q1 		$442K Buy
+6,950
New +$448K 0.09% 262

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WH
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PFG Investments's LIT Position: Q2 2026 in Review

PFG Investments increased its Global X Lithium & Battery Tech ETF (LIT) stake by 13% in Q2 2026, buying an estimated $56.3K and bringing the position to 5,883 shares worth $461K. The position accounts for 0.02% of the portfolio, ranked #713.

PFG Investments first reported a position in LIT in Q1 2023 and has held it in 14 quarters since. The position peaked at $461K in Q2 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • PFG Investments held 5,883 shares of Global X Lithium & Battery Tech ETF worth $461K as of Q2 2026.
  • PFG Investments bought 680 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $56.3K.
  • Global X Lithium & Battery Tech ETF made up 0.02% of PFG Investments's portfolio in Q2 2026, its #713 holding.
  • PFG Investments first reported a position in Global X Lithium & Battery Tech ETF in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Global X Lithium & Battery Tech ETF position peaked at $461K in Q2 2023.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.