RPCONE
LIT icon

Retirement Planning Company of New England’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Retirement Planning Company of New England’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 		$305K Sell
3,899
-38
-1% -$3.14K 0.11% 198
2026
Q1 		$293K Buy
3,937
+4
+0.1% +$286 0.12% 197
2025
Q4 		$255K Sell
3,933
-256
-6% -$15.8K 0.1% 210
2025
Q3 		$238K Buy
+4,189
New +$193K 0.1% 219
2024
Q4 		– Sell
-4,842
Closed -$211K – 237
2024
Q3 		$211K Buy
+4,842
New +$184K 0.11% 214
2024
Q2 		– Sell
-4,952
Closed -$224K – 217
2024
Q1 		$224K Buy
4,952
+838
+20% +$37.3K 0.12% 200
2023
Q4 		$210K Buy
+4,114
New +$204K 0.09% 211
2023
Q3 		– Sell
-3,351
Closed -$218K – 220
2023
Q2 		$218K Buy
3,351
+31
+0.9% +$1.93K 0.13% 200
2023
Q1 		$211K Buy
+3,320
New +$214K 0.13% 202
2022
Q4 		– Sell
-3,270
Closed -$216K – 235
2022
Q3 		$216K Buy
3,270
+28
+0.9% +$2.08K 0.16% 181
2022
Q2 		$235K Sell
3,242
-62
-2% -$4.41K 0.16% 179
2022
Q1 		$254K Buy
3,304
+299
+10% +$22.9K 0.14% 191
2021
Q4 		$253K Buy
+3,005
New +$266K 0.12% 183

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LF
Longbow Finance Lutry, Switzerland $782M AUM 48.76% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Retirement Planning Company of New England's LIT Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 0.97% in Q2 2026, selling an estimated $3.14K and leaving 3,899 shares worth $305K. The position accounts for 0.11% of the portfolio, ranked #198.

Retirement Planning Company of New England first reported a position in LIT in Q4 2021 and has held it in 13 quarters since. 183 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Retirement Planning Company of New England held 3,899 shares of Global X Lithium & Battery Tech ETF worth $305K as of Q2 2026.
  • Retirement Planning Company of New England sold 38 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $3.14K.
  • Global X Lithium & Battery Tech ETF made up 0.11% of Retirement Planning Company of New England's portfolio in Q2 2026, its #198 holding.
  • Retirement Planning Company of New England first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 13 quarters since.
  • 183 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.