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

Western 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 		$666K Buy
8,514
+2,888
+51% +$239K 0.02% 598
2026
Q1 		$418K Buy
+5,626
New +$403K 0.02% 689
2022
Q4 		– Sell
-4,384
Closed -$292K – 715
2022
Q3 		$292K Buy
+4,384
New +$326K 0.02% 636

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

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

Western Wealth Management increased its Global X Lithium & Battery Tech ETF (LIT) stake by 51% in Q2 2026, buying an estimated $239K and bringing the position to 8,514 shares worth $666K. The position accounts for 0.02% of the portfolio, ranked #598.

Western Wealth Management first reported a position in LIT in Q3 2022 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Western Wealth Management held 8,514 shares of Global X Lithium & Battery Tech ETF worth $666K as of Q2 2026.
  • Western Wealth Management bought 2,888 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $239K.
  • Global X Lithium & Battery Tech ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #598 holding.
  • Western Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2022 and has held it in 3 quarters since.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.