AF
LIT icon

Allworth Financial’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Allworth Financial’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 		$97.5K Sell
1,246
-77
-6% -$6.37K ﹤0.01% 1948
2026
Q1 		$98.4K Buy
1,323
+51
+4% +$3.65K ﹤0.01% 1837
2025
Q4 		$82.5K Buy
1,272
+542
+74% +$33.4K ﹤0.01% 1868
2025
Q3 		$41.5K Sell
730
-101
-12% -$4.64K ﹤0.01% 2229
2025
Q2 		$31.9K Hold
831
– – ﹤0.01% 2216
2025
Q1 		$30.5K Hold
831
– – ﹤0.01% 1817
2024
Q4 		$34.6K Buy
831
+129
+18% +$5.69K ﹤0.01% 1772
2024
Q3 		$30.6K Sell
702
-64
-8% -$2.44K ﹤0.01% 1646
2024
Q2 		$30.6K Sell
766
-105
-12% -$4.58K ﹤0.01% 1610
2024
Q1 		$39.4K Sell
871
-53
-6% -$2.36K ﹤0.01% 1405
2023
Q4 		$47.1K Sell
924
-1,500
-62% -$74.4K ﹤0.01% 1225
2023
Q3 		$134K Buy
2,424
+81
+3% +$4.95K ﹤0.01% 783
2023
Q2 		$152K Buy
2,343
+55
+2% +$3.43K ﹤0.01% 760
2023
Q1 		$145K Sell
2,288
-62
-3% -$4K ﹤0.01% 733
2022
Q4 		$138K Buy
2,350
+320
+16% +$21.4K ﹤0.01% 724
2022
Q3 		$134K Sell
2,030
-257
-11% -$19.1K ﹤0.01% 690
2022
Q2 		$166K Sell
2,287
-255
-10% -$18.1K ﹤0.01% 596
2022
Q1 		$196K Sell
2,542
-1,220
-32% -$93.4K ﹤0.01% 556
2021
Q4 		$318K Buy
3,762
+720
+24% +$63.8K ﹤0.01% 443
2021
Q3 		$249K Buy
3,042
+1,180
+63% +$96.7K ﹤0.01% 426
2021
Q2 		$135K Buy
1,862
+596
+47% +$38.4K ﹤0.01% 434
2021
Q1 		$74K Buy
1,266
+1,019
+413% +$66.6K ﹤0.01% 496
2020
Q4 		$15K Buy
247
+193
+357% +$9.57K ﹤0.01% 742
2020
Q3 		$2K Sell
54
-10
-16% -$376 ﹤0.01% 1001
2020
Q2 		$2K Sell
64
-86
-57% -$2.32K ﹤0.01% 1021
2020
Q1 		$3K Buy
+150
New +$4.15K ﹤0.01% 987

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

Allworth Financial's LIT Position: Q2 2026 in Review

Allworth Financial reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 5.8% in Q2 2026, selling an estimated $6.37K and leaving 1,246 shares worth $97.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Allworth Financial first reported a position in LIT in Q1 2020 and has held it in 26 quarters since. The position peaked at $318K in Q4 2021. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Allworth Financial held 1,246 shares of Global X Lithium & Battery Tech ETF worth $97.5K as of Q2 2026.
  • Allworth Financial sold 77 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $6.37K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1948 holding.
  • Allworth Financial first reported a position in Global X Lithium & Battery Tech ETF in Q1 2020 and has held it in 26 quarters since.
  • Allworth Financial's Global X Lithium & Battery Tech ETF position peaked at $318K in Q4 2021.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.