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Whitcomb & Hess’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Whitcomb & Hess’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 		$13.9M Sell
177,640
-1,856
-1% -$154K 3% 12
2026
Q1 		$13.3M Sell
179,496
-1,419
-0.8% -$102K 3.11% 14
2025
Q4 		$12.8M Sell
180,915
-26,000
-13% -$1.6M 3.01% 14
2025
Q3 		$11.8M Buy
206,915
+14,894
+8% +$685K 3.02% 13
2025
Q2 		$7.37M Buy
192,021
+2,452
+1% +$90.5K 2.08% 19
2025
Q1 		$7.36M Buy
189,569
+4,942
+3% +$203K 2.23% 18
2024
Q4 		$7.53M Sell
184,627
-1,315
-0.7% -$58K 2.33% 17
2024
Q3 		$8.11M Buy
185,942
+8,441
+5% +$322K 2.41% 17
2024
Q2 		$6.89M Buy
177,501
+8,934
+5% +$390K 2.15% 19
2024
Q1 		$7.63M Buy
+168,567
New +$7.51M 2.45% 16

Other funds holding LIT

LF
Longbow Finance Lutry, Switzerland $782M AUM 48.76% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAG
Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Whitcomb & Hess's LIT Position: Q2 2026 in Review

Whitcomb & Hess reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 1% in Q2 2026, selling an estimated $154K and leaving 177,640 shares worth $13.9M. The position accounts for 3% of the portfolio, ranked #12.

Whitcomb & Hess first reported a position in LIT in Q1 2024 and has held it in 10 quarters since. 147 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Whitcomb & Hess held 177,640 shares of Global X Lithium & Battery Tech ETF worth $13.9M as of Q2 2026.
  • Whitcomb & Hess sold 1,856 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $154K.
  • Global X Lithium & Battery Tech ETF made up 3% of Whitcomb & Hess's portfolio in Q2 2026, its #12 holding.
  • Whitcomb & Hess first reported a position in Global X Lithium & Battery Tech ETF in Q1 2024 and has held it in 10 quarters since.
  • 147 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.