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 Q3	$12.3M	Buy	179,106 +1,466	+0.8%	+$106K	2.62%	15
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

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Whitcomb & Hess's LIT Position: Q3 2026 in Review

Whitcomb & Hess increased its Global X Lithium & Battery Tech ETF (LIT) stake by 0.83% in Q3 2026, buying an estimated $106K and bringing the position to 179,106 shares worth $12.3M. The position accounts for 2.62% of the portfolio, ranked #15.

Whitcomb & Hess first reported a position in LIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $13.9M in Q2 2026. 121 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

Whitcomb & Hess held 179,106 shares of Global X Lithium & Battery Tech ETF worth $12.3M as of Q3 2026.
Whitcomb & Hess bought 1,466 Global X Lithium & Battery Tech ETF shares in Q3 2026, an estimated $106K.
Global X Lithium & Battery Tech ETF made up 2.62% of Whitcomb & Hess's portfolio in Q3 2026, its #15 holding.
Whitcomb & Hess first reported a position in Global X Lithium & Battery Tech ETF in Q1 2024 and has held it in 11 quarters since.
Whitcomb & Hess's Global X Lithium & Battery Tech ETF position peaked at $13.9M in Q2 2026.
121 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.