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Avantax Advisory Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Avantax Advisory 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
2025
Q2 		$369K Buy
9,603
+65
+0.7% +$2.4K ﹤0.01% 1769
2025
Q1 		$370K Buy
9,538
+421
+5% +$17.3K ﹤0.01% 1697
2024
Q4 		$372K Sell
9,117
-1,934
-18% -$85.3K ﹤0.01% 1638
2024
Q3 		$482K Sell
11,051
-713
-6% -$27.2K ﹤0.01% 1433
2024
Q2 		$457K Buy
11,764
+1,802
+18% +$78.6K ﹤0.01% 1421
2024
Q1 		$451K Buy
9,962
+425
+4% +$18.9K ﹤0.01% 1094
2023
Q4 		$486K Buy
9,537
+512
+6% +$25.4K ﹤0.01% 997
2023
Q3 		$498K Sell
9,025
-464
-5% -$28.4K 0.01% 948
2023
Q2 		$617K Buy
9,489
+687
+8% +$42.8K 0.01% 866
2023
Q1 		$559K Sell
8,802
-582
-6% -$37.5K 0.01% 868
2022
Q4 		$550K Sell
9,384
-338
-3% -$22.6K 0.01% 817
2022
Q3 		$643K Sell
9,722
-3,075
-24% -$228K 0.01% 680
2022
Q2 		$929K Buy
12,797
+4,624
+57% +$329K 0.01% 568
2022
Q1 		$630K Buy
8,173
+2,823
+53% +$216K 0.01% 709
2021
Q4 		$452K Buy
5,350
+1,879
+54% +$167K 0.01% 799
2021
Q3 		$283K Buy
+3,471
New +$285K ﹤0.01% 950

Other funds holding LIT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's LIT Position: Q2 2025 in Review

Avantax Advisory Services increased its Global X Lithium & Battery Tech ETF (LIT) stake by 0.68% in Q2 2025, buying an estimated $2.4K and bringing the position to 9,603 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

Avantax Advisory Services first reported a position in LIT in Q3 2021 and has held it in 16 quarters since. The position peaked at $929K in Q2 2022. 233 funds tracked by Wall St. Rank hold LIT as of Q2 2025.

  • Avantax Advisory Services held 9,603 shares of Global X Lithium & Battery Tech ETF worth $369K as of Q2 2025.
  • Avantax Advisory Services bought 65 Global X Lithium & Battery Tech ETF shares in Q2 2025, an estimated $2.4K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1769 holding.
  • Avantax Advisory Services first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and has held it in 16 quarters since.
  • Avantax Advisory Services's Global X Lithium & Battery Tech ETF position peaked at $929K in Q2 2022.
  • 233 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.