Wolff Wiese Magana’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Wolff Wiese Magana’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	$9.79K	Hold	125	–	–	﹤0.01%	502
2026 Q1	$9.29K	Hold	125	–	–	0.01%	480
2025 Q4	$8.11K	Sell	125 -60	-32%	-$3.7K	﹤0.01%	477
2025 Q3	$10.5K	Hold	185	–	–	0.01%	436
2025 Q2	$7.1K	Hold	185	–	–	﹤0.01%	487
2025 Q1	$7.18K	Hold	185	–	–	﹤0.01%	473
2024 Q4	$7.54K	Hold	185	–	–	0.01%	469
2024 Q3	$8.06K	Hold	185	–	–	0.01%	488
2024 Q2	$7.18K	Hold	185	–	–	0.01%	371
2024 Q1	$8.38K	Hold	185	–	–	0.01%	317
2023 Q4	$9.42K	Hold	185	–	–	0.01%	295
2023 Q3	$10.2K	Hold	185	–	–	0.01%	344
2023 Q2	$12K	Sell	185 -150	-45%	-$9.35K	0.01%	326
2023 Q1	$21.3K	Hold	335	–	–	0.02%	259
2022 Q4	$19.6K	Hold	335	–	–	0.02%	258
2022 Q3	$22K	Hold	335	–	–	0.02%	358
2022 Q2	$24K	Buy	335 +150	+81%	+$10.7K	0.02%	364
2022 Q1	$14K	Buy	185 +125	+208%	+$9.57K	0.01%	490
2021 Q4	$5K	Buy	+60	New	+$5.32K	﹤0.01%	634

Other funds holding LIT

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

Northbridge Financial Group Tampa, Florida $261M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return