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

PlanVest Financial’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 		$8.78K Hold
112
– – 0.01% 416
2026
Q1 		$8.34K Buy
+112
New +$8.02K 0.01% 396

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

PlanVest Financial's LIT Position: Q2 2026 in Review

PlanVest Financial held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 112 shares worth $8.78K. The position accounts for 0.01% of the portfolio, ranked #416.

PlanVest Financial first reported a position in LIT in Q1 2026 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • PlanVest Financial held 112 shares of Global X Lithium & Battery Tech ETF worth $8.78K as of Q2 2026.
  • PlanVest Financial 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 PlanVest Financial's portfolio in Q2 2026, its #416 holding.
  • PlanVest Financial first reported a position in Global X Lithium & Battery Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • 286 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.