Baker Avenue Asset Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Baker Avenue Asset 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	$4.71M	Buy	60,226 +1,548	+3%	+$128K	0.09%	157
2026 Q1	$4.36M	Buy	58,678 +196	+0.3%	+$14K	0.1%	147
2025 Q4	$3.79M	Buy	+58,482	New	+$3.6M	0.09%	149
2023 Q4	–	Sell	-1,120	Closed	-$61.8K	–	998
2023 Q3	$61.8K	Buy	1,120 +3	+0.3%	+$183	﹤0.01%	493
2023 Q2	$72.7K	Hold	1,117	–	–	﹤0.01%	470
2023 Q1	$71K	Buy	1,117 +763	+216%	+$49.2K	﹤0.01%	478
2022 Q4	$20.7K	Buy	+354	New	+$23.7K	﹤0.01%	603

Other funds holding LIT

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

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

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

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 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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Baker Avenue Asset Management's LIT Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Global X Lithium & Battery Tech ETF (LIT) stake by 2.6% in Q2 2026, buying an estimated $128K and bringing the position to 60,226 shares worth $4.71M. The position accounts for 0.09% of the portfolio, ranked #157.

Baker Avenue Asset Management first reported a position in LIT in Q4 2022 and has held it in 7 quarters since. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Baker Avenue Asset Management held 60,226 shares of Global X Lithium & Battery Tech ETF worth $4.71M as of Q2 2026.
Baker Avenue Asset Management bought 1,548 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $128K.
Global X Lithium & Battery Tech ETF made up 0.09% of Baker Avenue Asset Management's portfolio in Q2 2026, its #157 holding.
Baker Avenue Asset Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2022 and has held it in 7 quarters since.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.