Sage Capital Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Sage Capital Management’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	$1.01M	Hold	12,942	–	–	0.4%	60
2026 Q1	$962K	Buy	12,942 +30	+0.2%	+$2.15K	0.45%	60
2025 Q4	$838K	Buy	12,912 +191	+2%	+$11.8K	0.39%	59
2025 Q3	$723K	Buy	12,721 +366	+3%	+$16.8K	0.33%	67
2025 Q2	$474K	Hold	12,355	–	–	0.23%	84
2025 Q1	$479K	Buy	12,355 +285	+2%	+$11.7K	0.26%	83
2024 Q4	$492K	Sell	12,070 -3,227	-21%	-$142K	0.25%	88
2024 Q3	$667K	Buy	15,297 +71	+0.5%	+$2.71K	0.32%	70
2024 Q2	$591K	Hold	15,226	–	–	0.31%	73
2024 Q1	$690K	Buy	15,226 +833	+6%	+$37.1K	0.37%	65
2023 Q4	$733K	Buy	+14,393	New	+$714K	0.44%	61

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

Sage Capital Management's LIT Position: Q2 2026 in Review

Sage Capital Management held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 12,942 shares worth $1.01M. The position accounts for 0.4% of the portfolio, ranked #60.

Sage Capital Management first reported a position in LIT in Q4 2023 and has held it in 11 quarters since. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Sage Capital Management held 12,942 shares of Global X Lithium & Battery Tech ETF worth $1.01M as of Q2 2026.
Sage Capital Management left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
Global X Lithium & Battery Tech ETF made up 0.4% of Sage Capital Management's portfolio in Q2 2026, its #60 holding.
Sage Capital Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2023 and has held it in 11 quarters since.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.