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Realta Investment Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Realta Investment Advisors’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
Q3 		$66.8K Sell
976
-292
-23% -$21.1K 0.02% 256
2026
Q2 		$99.3K Buy
1,268
+37
+3% +$3.06K 0.03% 240
2026
Q1 		$91.5K Buy
1,231
+255
+26% +$18.3K 0.03% 230
2025
Q4 		$63.3K Sell
976
-11,242
-92% -$693K 0.02% 240
2025
Q3 		$695K Buy
+12,218
New +$562K 0.23% 87
2025
Q2 		– Sell
-976
Closed -$37.9K – 320
2025
Q1 		$37.9K Sell
976
-1
-0.1% -$41 0.02% 244
2024
Q4 		$39.7K Buy
977
+947
+3,157% +$41.8K 0.02% 262
2024
Q3 		$1.32K Sell
30
-820
-96% -$31.2K ﹤0.01% 342
2024
Q2 		$33K Sell
850
-130
-13% -$5.67K 0.01% 572
2024
Q1 		$44.4K Buy
+980
New +$43.7K 0.01% 569
2023
Q4 		– Sell
-1,928
Closed -$125K – 650
2023
Q3 		$125K Sell
1,928
-320
-14% -$19.6K 0.03% 438
2023
Q2 		$146K Buy
+2,248
New +$140K 0.03% 441
2023
Q1 		– Sell
-2,496
Closed -$146K – 666
2022
Q4 		$146K Sell
2,496
-185
-7% -$12.4K 0.04% 431
2022
Q3 		$177K Sell
2,681
-229
-8% -$17K 0.05% 377
2022
Q2 		$209K Sell
2,910
-670
-19% -$47.6K 0.05% 346
2022
Q1 		$276K Buy
3,580
+90
+3% +$6.89K 0.06% 317
2021
Q4 		$295K Buy
+3,490
New +$309K 0.06% 317

Other funds holding LIT

WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Realta Investment Advisors's LIT Position: Q3 2026 in Review

Realta Investment Advisors reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 23% in Q3 2026, selling an estimated $21.1K and leaving 976 shares worth $66.8K. The position accounts for 0.02% of the portfolio, ranked #256.

Realta Investment Advisors first reported a position in LIT in Q4 2021 and has held it in 17 quarters since. The position peaked at $695K in Q3 2025. 24 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

  • Realta Investment Advisors held 976 shares of Global X Lithium & Battery Tech ETF worth $66.8K as of Q3 2026.
  • Realta Investment Advisors sold 292 Global X Lithium & Battery Tech ETF shares in Q3 2026, an estimated $21.1K.
  • Global X Lithium & Battery Tech ETF made up 0.02% of Realta Investment Advisors's portfolio in Q3 2026, its #256 holding.
  • Realta Investment Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 17 quarters since.
  • Realta Investment Advisors's Global X Lithium & Battery Tech ETF position peaked at $695K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.