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Summit Financial’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Summit Financial’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 		$2.94M Buy
37,453
+3,847
+11% +$318K 0.03% 508
2026
Q1 		$2.5M Buy
+33,606
New +$2.41M 0.03% 516
2024
Q2 		– Sell
-7,437
Closed -$337K – 496
2024
Q1 		$337K Buy
+7,437
New +$331K 0.02% 312

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
BGDI
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 $463M AUM 23.04% 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
SPIA
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

Summit Financial's LIT Position: Q2 2026 in Review

Summit Financial increased its Global X Lithium & Battery Tech ETF (LIT) stake by 11% in Q2 2026, buying an estimated $318K and bringing the position to 37,453 shares worth $2.94M. The position accounts for 0.03% of the portfolio, ranked #508.

Summit Financial first reported a position in LIT in Q1 2024 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Summit Financial held 37,453 shares of Global X Lithium & Battery Tech ETF worth $2.94M as of Q2 2026.
  • Summit Financial bought 3,847 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $318K.
  • Global X Lithium & Battery Tech ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #508 holding.
  • Summit Financial first reported a position in Global X Lithium & Battery Tech ETF in Q1 2024 and has held it in 3 quarters since.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.