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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
Q2 		$391 Sell
5
-250
-98% -$20.7K ﹤0.01% 1784
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BW Gestao de Investimentos
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
CWM
Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SHP Wealth Management's LIT Position: Q2 2026 in Review

SHP Wealth Management reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 98% in Q2 2026, selling an estimated $20.7K and leaving 5 shares worth $391. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

SHP Wealth Management first reported a position in LIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.9K in Q1 2026. 295 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • SHP Wealth Management held 5 shares of Global X Lithium & Battery Tech ETF worth $391 as of Q2 2026.
  • SHP Wealth Management sold 250 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $20.7K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1784 holding.
  • SHP Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $18.9K in Q1 2026.
  • 295 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.