TWM
LIT icon

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

Triton 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 		$234K Sell
3,249
-176
-5% -$14.6K 0.07% 114
2026
Q1 		$256K Hold
3,425
– – 0.1% 104
2025
Q4 		$244K Sell
3,425
-400
-10% -$24.7K 0.09% 102
2025
Q3 		$239K Buy
+3,825
New +$176K 0.09% 99
2024
Q1 		– Sell
-4,833
Closed -$234K – 79
2023
Q4 		$234K Sell
4,833
-284
-6% -$14.1K 0.15% 62
2023
Q3 		$252K Sell
5,117
-1,193
-19% -$72.9K 0.17% 60
2023
Q2 		$401K Sell
6,310
-167
-3% -$10.4K 0.23% 46
2023
Q1 		$415K Sell
6,477
-250
-4% -$16.1K 0.25% 40
2022
Q4 		$436K Sell
6,727
-272
-4% -$18.2K 0.27% 38
2022
Q3 		$489K Sell
6,999
-68
-1% -$5.05K 0.29% 33
2022
Q2 		$534K Sell
7,067
-20,747
-75% -$1.48M 0.38% 37
2022
Q1 		$2.16M Hold
27,814
– – 1.12% 13
2021
Q4 		$2.16M Buy
27,814
+158
+0.6% +$14K 1.12% 13
2021
Q3 		$2.45M Buy
27,656
+468
+2% +$38.4K 1.17% 14
2021
Q2 		$2.35M Buy
27,188
+971
+4% +$62.5K 1.35% 14
2021
Q1 		$1.59M Sell
26,217
-2,424
-8% -$158K 1.08% 13
2020
Q4 		$2.04M Buy
+28,641
New +$1.42M 1.3% 12

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

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

Triton Wealth Management reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 5.1% in Q2 2026, selling an estimated $14.6K and leaving 3,249 shares worth $234K. The position accounts for 0.07% of the portfolio, ranked #114.

Triton Wealth Management first reported a position in LIT in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.45M in Q3 2021. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Triton Wealth Management held 3,249 shares of Global X Lithium & Battery Tech ETF worth $234K as of Q2 2026.
  • Triton Wealth Management sold 176 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $14.6K.
  • Global X Lithium & Battery Tech ETF made up 0.07% of Triton Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Triton Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and has held it in 17 quarters since.
  • Triton Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $2.45M in Q3 2021.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.