AWM
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AE Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

AE Wealth Management’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 		$42.7K Sell
546
-63
-10% -$5.21K ﹤0.01% 2127
2026
Q1 		$45.3K Sell
609
-2,218
-78% -$159K ﹤0.01% 1983
2025
Q4 		$183K Sell
2,827
-535
-16% -$33K ﹤0.01% 1540
2025
Q3 		$191K Buy
3,362
+729
+28% +$33.5K ﹤0.01% 1413
2025
Q2 		$101K Sell
2,633
-26
-1% -$960 ﹤0.01% 1478
2025
Q1 		$103K Sell
2,659
-21
-0.8% -$861 ﹤0.01% 1437
2024
Q4 		$109K Buy
+2,680
New +$118K ﹤0.01% 1406
2024
Q2 		– Sell
-4,442
Closed -$201K – 1262
2024
Q1 		$201K Sell
4,442
-9,756
-69% -$435K ﹤0.01% 1099
2023
Q4 		$617K Sell
14,198
-5,135
-27% -$255K ﹤0.01% 1334
2023
Q3 		$1.07M Sell
19,333
-447
-2% -$27.3K 0.01% 1070
2023
Q2 		$1.29M Sell
19,780
-314
-2% -$19.6K 0.01% 995
2023
Q1 		$1.28M Buy
20,094
+496
+3% +$32K 0.01% 954
2022
Q4 		$1.15M Buy
19,598
+1,063
+6% +$71K 0.01% 930
2022
Q3 		$1.23M Buy
18,535
+2,060
+13% +$153K 0.01% 872
2022
Q2 		$1.2M Sell
16,475
-58
-0.4% -$4.12K 0.01% 832
2022
Q1 		$1.27M Sell
16,533
-39,945
-71% -$3.06M 0.01% 843
2021
Q4 		$4.77M Buy
56,478
+1,283
+2% +$114K 0.03% 426
2021
Q3 		$4.52M Buy
55,195
+2,906
+6% +$238K 0.04% 406
2021
Q2 		$3.79M Sell
52,289
-5,160
-9% -$332K 0.03% 450
2021
Q1 		$3.36M Buy
57,449
+18,317
+47% +$1.2M 0.03% 417
2020
Q4 		$2.42M Buy
+39,132
New +$1.94M 0.03% 445

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WH
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AE Wealth Management's LIT Position: Q2 2026 in Review

AE Wealth Management reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 10% in Q2 2026, selling an estimated $5.21K and leaving 546 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2127.

AE Wealth Management first reported a position in LIT in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.77M in Q4 2021. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • AE Wealth Management held 546 shares of Global X Lithium & Battery Tech ETF worth $42.7K as of Q2 2026.
  • AE Wealth Management sold 63 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $5.21K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2127 holding.
  • AE Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and has held it in 21 quarters since.
  • AE Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $4.77M in Q4 2021.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.