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
Q3 		$481K Buy
6,972
+1,930
+38% +$139K ﹤0.01% 2858
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

WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Wealth Enhancement Advisory Services's LIT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Global X Lithium & Battery Tech ETF (LIT) stake by 38% in Q3 2026, buying an estimated $139K and bringing the position to 6,972 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #2858.

Wealth Enhancement Advisory Services first reported a position in LIT in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.09M in Q3 2023. 24 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 6,972 shares of Global X Lithium & Battery Tech ETF worth $481K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,930 Global X Lithium & Battery Tech ETF shares in Q3 2026, an estimated $139K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2858 holding.
  • Wealth Enhancement Advisory Services first reported a position in Global X Lithium & Battery Tech ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Global X Lithium & Battery Tech ETF position peaked at $1.09M in Q3 2023.
  • 24 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.