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Stonebridge Financial Group, LLC/CA’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$435K Buy
+5,538
New +$458K 0.06% 185

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WH
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CWM
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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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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

Stonebridge Financial Group, LLC/CA's LIT Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q2 2026: 5,538 shares worth $435K. The stake represents 0.06% of the portfolio and ranks #185 among its holdings.

239 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 5,538 shares of Global X Lithium & Battery Tech ETF worth $435K as of Q2 2026.
  • Global X Lithium & Battery Tech ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Global X Lithium & Battery Tech ETF made up 0.06% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #185 holding.
  • 239 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.