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B. Riley Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-6,686
Closed -$434K – 1031
2025
Q4 		$434K Buy
+6,686
New +$412K 0.02% 580
2024
Q2 		– Sell
-13,917
Closed -$768K – 1515
2024
Q1 		$768K Sell
13,917
-95
-0.7% -$4.23K 0.02% 607
2023
Q4 		$719K Buy
14,012
+95
+0.7% +$4.71K 0.02% 648
2023
Q3 		$768K Sell
13,917
-2,368
-15% -$145K 0.02% 607
2023
Q2 		$1.06M Sell
16,285
-3,029
-16% -$189K 0.02% 546
2023
Q1 		$1.23M Sell
19,314
-9,870
-34% -$637K 0.03% 477
2022
Q4 		$1.72M Sell
29,184
-6,399
-18% -$428K 0.05% 375
2022
Q3 		$2.35M Buy
35,583
+25,313
+246% +$1.88M 0.07% 273
2022
Q2 		$747K Sell
10,270
-1,056
-9% -$75.1K 0.03% 506
2022
Q1 		$872K Buy
11,326
+595
+6% +$45.5K 0.03% 532
2021
Q4 		$907K Sell
10,731
-28,301
-73% -$2.51M 0.03% 564
2021
Q3 		$3.2M Buy
39,032
+2,071
+6% +$170K 0.1% 226
2021
Q2 		$2.68M Sell
36,961
-174
-0.5% -$11.2K 0.09% 270
2021
Q1 		$2.17M Buy
37,135
+33,489
+919% +$2.19M 0.08% 294
2020
Q4 		$226K Buy
+3,646
New +$181K 0.01% 886

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

B. Riley Wealth Advisors's LIT Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2026, closing a stake of 6,686 shares — an estimated $434K sold.

B. Riley Wealth Advisors first reported a position in LIT in Q4 2020 and held it in 15 quarters. The position peaked at $3.2M in Q3 2021. 281 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,686 Global X Lithium & Battery Tech ETF shares in Q1 2026, an estimated $434K.
  • B. Riley Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 15 quarters.
  • B. Riley Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $3.2M in Q3 2021.
  • 281 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.