1 North Wealth Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

1 North Wealth Services’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	Hold	75	–	–	﹤0.01%	220
2026 Q1	$5.58K	Hold	75	–	–	﹤0.01%	190
2025 Q4	$4.87K	Hold	75	–	–	﹤0.01%	206
2025 Q3	$4.26K	Hold	75	–	–	﹤0.01%	197
2025 Q2	$2.88K	Hold	75	–	–	﹤0.01%	216
2025 Q1	$2.91K	Buy	+75	New	+$3.08K	﹤0.01%	215

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

CWM

Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

1 North Wealth Services's LIT Position: Q2 2026 in Review

1 North Wealth Services held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 75 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

1 North Wealth Services first reported a position in LIT in Q1 2025 and has held it in 6 quarters since. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

1 North Wealth Services held 75 shares of Global X Lithium & Battery Tech ETF worth $5.87K as of Q2 2026.
1 North Wealth Services left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #220 holding.
1 North Wealth Services first reported a position in Global X Lithium & Battery Tech ETF in Q1 2025 and has held it in 6 quarters since.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.