Triumph Capital Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Triumph Capital 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	$7.36K	Sell	94 -15	-14%	-$1.24K	﹤0.01%	1243
2026 Q1	$8.1K	Hold	109	–	–	﹤0.01%	1169
2025 Q4	$7.07K	Buy	+109	New	+$6.72K	﹤0.01%	1167
2023 Q4	–	Sell	-3,837	Closed	-$212K	–	241
2023 Q3	$212K	Buy	3,837 +297	+8%	+$18.1K	0.1%	198
2023 Q2	$231K	Sell	3,540 -86	-2%	-$5.36K	0.1%	185
2023 Q1	$230K	Sell	3,626 -256	-7%	-$16.5K	0.12%	161
2022 Q4	$228K	Buy	3,882 +114	+3%	+$7.62K	0.12%	174
2022 Q3	$249K	Sell	3,768 -23	-0.6%	-$1.71K	0.14%	156
2022 Q2	$276K	Buy	3,791 +426	+13%	+$30.3K	0.15%	152
2022 Q1	$259K	Buy	3,365 +620	+23%	+$47.4K	0.11%	178
2021 Q4	$232K	Buy	2,745 +142	+5%	+$12.6K	0.1%	182
2021 Q3	$213K	Buy	+2,603	New	+$213K	0.1%	175

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

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 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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Triumph Capital Management's LIT Position: Q2 2026 in Review

Triumph Capital Management reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 14% in Q2 2026, selling an estimated $1.24K and leaving 94 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Triumph Capital Management first reported a position in LIT in Q3 2021 and has held it in 12 quarters since. The position peaked at $276K in Q2 2022. 294 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Triumph Capital Management held 94 shares of Global X Lithium & Battery Tech ETF worth $7.36K as of Q2 2026.
Triumph Capital Management sold 15 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $1.24K.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1243 holding.
Triumph Capital Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and has held it in 12 quarters since.
Triumph Capital Management's Global X Lithium & Battery Tech ETF position peaked at $276K in Q2 2022.
294 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.