Ritter Daniher Financial Advisory’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Ritter Daniher Financial Advisory’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	$12.3K	Hold	157	–	–	﹤0.01%	413
2026 Q1	$11.7K	Hold	157	–	–	﹤0.01%	412
2025 Q4	$10.2K	Buy	157 +82	+109%	+$5.05K	﹤0.01%	424
2025 Q3	$4.26K	Hold	75	–	–	﹤0.01%	401
2025 Q2	$2.88K	Hold	75	–	–	﹤0.01%	300
2025 Q1	$2.91K	Sell	75 -162	-68%	-$6.64K	﹤0.01%	279
2024 Q4	$9.66K	Hold	237	–	–	﹤0.01%	241
2024 Q3	$10.3K	Sell	237 -3,000	-93%	-$114K	﹤0.01%	234
2024 Q2	$126K	Sell	3,237 -48	-1%	-$2.09K	0.04%	100
2024 Q1	$149K	Hold	3,285	–	–	0.05%	92
2023 Q4	$167K	Sell	3,285 -1,000	-23%	-$49.6K	0.06%	80
2023 Q3	$236K	Hold	4,285	–	–	0.1%	63
2023 Q2	$279K	Buy	4,285 +162	+4%	+$10.1K	0.12%	58
2023 Q1	$262K	Hold	4,123	–	–	0.12%	58
2022 Q4	$242K	Hold	4,123	–	–	0.12%	65
2022 Q3	$272K	Hold	4,123	–	–	0.19%	55
2022 Q2	$299K	Hold	4,123	–	–	0.21%	51
2022 Q1	$317K	Hold	4,123	–	–	0.22%	43
2021 Q4	$348K	Hold	4,123	–	–	0.23%	41
2021 Q3	$338K	Hold	4,123	–	–	0.25%	41
2021 Q2	$299K	Buy	4,123 +1,000	+32%	+$64.4K	0.22%	43
2021 Q1	$183K	Buy	+3,123	New	+$204K	0.15%	56

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

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 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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ritter Daniher Financial Advisory's LIT Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 157 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Ritter Daniher Financial Advisory first reported a position in LIT in Q1 2021 and has held it in 22 quarters since. The position peaked at $348K in Q4 2021. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Ritter Daniher Financial Advisory held 157 shares of Global X Lithium & Battery Tech ETF worth $12.3K as of Q2 2026.
Ritter Daniher Financial Advisory 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 Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #413 holding.
Ritter Daniher Financial Advisory first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and has held it in 22 quarters since.
Ritter Daniher Financial Advisory's Global X Lithium & Battery Tech ETF position peaked at $348K in Q4 2021.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.