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

TFC Financial 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 		– Sell
-35
Closed -$2.6K – 1066
2026
Q1 		$2.6K Buy
+35
New +$2.5K ﹤0.01% 514
2023
Q4 		– Sell
-200
Closed -$11K – 697
2023
Q3 		$11K Hold
200
– – ﹤0.01% 335
2023
Q2 		$13K Buy
+200
New +$12.5K ﹤0.01% 321

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

TFC Financial Management's LIT Position: Q2 2026 in Review

TFC Financial Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2026, closing a stake of 35 shares — an estimated $2.6K sold.

TFC Financial Management first reported a position in LIT in Q2 2023 and held it in 3 quarters. The position peaked at $13K in Q2 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • TFC Financial Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2026 after selling out during the quarter.
  • TFC Financial Management sold 35 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $2.6K.
  • TFC Financial Management first reported a position in Global X Lithium & Battery Tech ETF in Q2 2023 and held it in 3 quarters.
  • TFC Financial Management's Global X Lithium & Battery Tech ETF position peaked at $13K in Q2 2023.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.