SWM
LIT icon

SHP Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

SHP Wealth 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
Q1 		$18.9K Sell
255
-7
-3% -$501 ﹤0.01% 739
2025
Q4 		$17K Buy
+262
New +$16.1K ﹤0.01% 721

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SHP Wealth Management's LIT Position: Q1 2026 in Review

SHP Wealth Management reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 2.7% in Q1 2026, selling an estimated $501 and leaving 255 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

SHP Wealth Management first reported a position in LIT in Q4 2025 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

  • SHP Wealth Management held 255 shares of Global X Lithium & Battery Tech ETF worth $18.9K as of Q1 2026.
  • SHP Wealth Management sold 7 Global X Lithium & Battery Tech ETF shares in Q1 2026, an estimated $501.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #739 holding.
  • SHP Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2025 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.