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Planning Strategies Inc.’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Planning Strategies Inc.’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 		$5.87K Buy
+75
New +$6.21K ﹤0.01% 399

Other funds holding LIT

WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
LF
Longbow Finance Lutry, Switzerland $782M AUM 48.76% 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
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
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Planning Strategies Inc.'s LIT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q2 2026: 75 shares worth $5.87K. The stake represents ﹤0.01% of the portfolio and ranks #399 among its holdings.

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

  • Planning Strategies Inc. held 75 shares of Global X Lithium & Battery Tech ETF worth $5.87K as of Q2 2026.
  • Global X Lithium & Battery Tech ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #399 holding.
  • 110 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.