Atria Wealth Solutions’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$526K	Sell	13,633 -3,390	-20%	-$125K	0.01%	891
2025 Q1	$660K	Sell	17,023 -156	-0.9%	-$6.4K	0.01%	1060
2024 Q4	$702K	Buy	17,179 +10,247	+148%	+$452K	0.01%	1076
2024 Q3	$302K	Sell	6,932 -4,642	-40%	-$177K	﹤0.01%	1513
2024 Q2	$451K	Sell	11,574 -2,382	-17%	-$104K	0.01%	1291
2024 Q1	$632K	Sell	13,956 -12,435	-47%	-$554K	0.01%	1140
2023 Q4	$1.35M	Sell	26,391 -5,131	-16%	-$254K	0.02%	751
2023 Q3	$1.74M	Buy	31,522 +6,249	+25%	+$382K	0.02%	611
2023 Q2	$1.65M	Sell	25,273 -26,845	-52%	-$1.67M	0.02%	641
2023 Q1	$3.31M	Buy	52,118 +559	+1%	+$36.1K	0.05%	378
2022 Q4	$3.04M	Sell	51,559 -2,976	-5%	-$199K	0.05%	377
2022 Q3	$3.6M	Sell	54,535 -698	-1%	-$51.8K	0.06%	304
2022 Q2	$4.01M	Buy	55,233 +491	+0.9%	+$34.9K	0.08%	269
2022 Q1	$4.21M	Buy	+54,742	New	+$4.19M	0.07%	287

Other funds holding LIT

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's LIT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 20% in Q2 2025, selling an estimated $125K and leaving 13,633 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #891.

Atria Wealth Solutions first reported a position in LIT in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.21M in Q1 2022. 233 funds tracked by Wall St. Rank hold LIT as of Q2 2025.

Atria Wealth Solutions held 13,633 shares of Global X Lithium & Battery Tech ETF worth $526K as of Q2 2025.
Atria Wealth Solutions sold 3,390 Global X Lithium & Battery Tech ETF shares in Q2 2025, an estimated $125K.
Global X Lithium & Battery Tech ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #891 holding.
Atria Wealth Solutions first reported a position in Global X Lithium & Battery Tech ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Global X Lithium & Battery Tech ETF position peaked at $4.21M in Q1 2022.
233 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.