Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Wealth Enhancement Advisory Services’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	$365K	Sell	5,042 -216	-4%	-$17.9K	﹤0.01%	3004
2026 Q1	$390K	Sell	5,258 -3,684	-41%	-$264K	﹤0.01%	2529
2025 Q4	$622K	Buy	8,942 +3,614	+68%	+$223K	﹤0.01%	2317
2025 Q3	$313K	Sell	5,328 -79	-1%	-$3.63K	﹤0.01%	2752
2025 Q2	$215K	Sell	5,407 -2,497	-32%	-$92.2K	﹤0.01%	2933
2025 Q1	$307K	Sell	7,904 -1,007	-11%	-$41.3K	﹤0.01%	2437
2024 Q4	$363K	Buy	8,911 +2,613	+41%	+$115K	﹤0.01%	2223
2024 Q3	$275K	Sell	6,298 -473	-7%	-$18K	﹤0.01%	2237
2024 Q2	$263K	Sell	6,771 -1,824	-21%	-$79.5K	﹤0.01%	2074
2024 Q1	$389K	Sell	8,595 -2,687	-24%	-$120K	﹤0.01%	1738
2023 Q4	$575K	Sell	11,282 -8,528	-43%	-$423K	﹤0.01%	1422
2023 Q3	$1.09M	Buy	+19,810	New	+$1.21M	﹤0.01%	1060

Other funds holding LIT

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

Northbridge Financial Group Tampa, Florida $260M AUM

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return