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 Q3	$8.55K	Hold	125	–	–	﹤0.01%	524
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 $467M AUM 13.43% 1-Year Est. Return

LHWM

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

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

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wolff Wiese Magana's LIT Position: Q3 2026 in Review

Wolff Wiese Magana held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q3 2026 at 125 shares worth $8.55K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Wolff Wiese Magana first reported a position in LIT in Q4 2021 and has held it in 20 quarters since. The position peaked at $24K in Q2 2022. 27 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

Wolff Wiese Magana held 125 shares of Global X Lithium & Battery Tech ETF worth $8.55K as of Q3 2026.
Wolff Wiese Magana left its Global X Lithium & Battery Tech ETF share count unchanged in Q3 2026.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q3 2026, its #524 holding.
Wolff Wiese Magana first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 20 quarters since.
Wolff Wiese Magana's Global X Lithium & Battery Tech ETF position peaked at $24K in Q2 2022.
27 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on Wolff Wiese Magana's 13F filing for Q3 2026, filed 15 Oct 2026.