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

Smallwood Wealth Investment 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 		$7.83K Hold
100
– – ﹤0.01% 347
2026
Q1 		$7.43K Hold
100
– – ﹤0.01% 344
2025
Q4 		$6.49K Hold
100
– – ﹤0.01% 339
2025
Q3 		$5.68K Hold
100
– – ﹤0.01% 343
2025
Q2 		$3.84K Hold
100
– – ﹤0.01% 364
2025
Q1 		$3.88K Buy
+100
New +$4.1K ﹤0.01% 356

Other funds holding LIT

WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
LF
Longbow Finance Lutry, Switzerland $782M AUM 48.76% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Smallwood Wealth Investment Management's LIT Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 100 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Smallwood Wealth Investment Management first reported a position in LIT in Q1 2025 and has held it in 6 quarters since. 109 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Smallwood Wealth Investment Management held 100 shares of Global X Lithium & Battery Tech ETF worth $7.83K as of Q2 2026.
  • Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management's portfolio in Q2 2026, its #347 holding.
  • Smallwood Wealth Investment Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2025 and has held it in 6 quarters since.
  • 109 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.