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Pinnacle Wealth Planning Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Pinnacle Wealth Planning Services’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 		$55.2K Hold
705
– – 0.01% 1207
2026
Q1 		$52.4K Hold
705
– – 0.01% 1175
2025
Q4 		$45.7K Buy
+705
New +$43.4K ﹤0.01% 1256

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

Pinnacle Wealth Planning Services's LIT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 705 shares worth $55.2K. The position accounts for 0.01% of the portfolio, ranked #1207.

Pinnacle Wealth Planning Services first reported a position in LIT in Q4 2025 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 705 shares of Global X Lithium & Battery Tech ETF worth $55.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
  • Global X Lithium & Battery Tech ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1207 holding.
  • Pinnacle Wealth Planning Services first reported a position in Global X Lithium & Battery Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.