Wealth Enhancement Advisory Services
LIT icon

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

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

Wealth Enhancement Advisory Services's LIT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 4.1% in Q2 2026, selling an estimated $17.9K and leaving 5,042 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #3004.

Wealth Enhancement Advisory Services first reported a position in LIT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q3 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 5,042 shares of Global X Lithium & Battery Tech ETF worth $365K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 216 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $17.9K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3004 holding.
  • Wealth Enhancement Advisory Services first reported a position in Global X Lithium & Battery Tech ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Global X Lithium & Battery Tech ETF position peaked at $1.09M in Q3 2023.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.