Bartlett & Co Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Bartlett & Co Wealth 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	$47.2K	Hold	600	–	–	﹤0.01%	752
2026 Q1	$52.3K	Hold	600	–	–	﹤0.01%	679
2025 Q4	$39K	Hold	600	–	–	﹤0.01%	712
2025 Q3	$34.1K	Hold	600	–	–	﹤0.01%	735
2025 Q2	$23.1K	Hold	600	–	–	﹤0.01%	790
2025 Q1	$23.3K	Hold	600	–	–	﹤0.01%	793
2024 Q4	$24.5K	Hold	600	–	–	﹤0.01%	779
2024 Q3	$26.2K	Hold	600	–	–	﹤0.01%	771
2024 Q2	$23.4K	Hold	600	–	–	﹤0.01%	796
2024 Q1	$27.2K	Hold	600	–	–	﹤0.01%	769
2023 Q4	$31.4K	Hold	600	–	–	﹤0.01%	784
2023 Q3	$33.1K	Sell	600 -150	-20%	-$9.16K	﹤0.01%	728
2023 Q2	$48.9K	Hold	750	–	–	﹤0.01%	675
2023 Q1	$47.7K	Hold	750	–	–	﹤0.01%	577
2022 Q4	$44.3K	Hold	750	–	–	﹤0.01%	600
2022 Q3	$49.6K	Hold	750	–	–	﹤0.01%	563
2022 Q2	$54.5K	Hold	750	–	–	﹤0.01%	560
2022 Q1	$57.7K	Buy	+750	New	+$57.4K	﹤0.01%	564
2021 Q4	–	Sell	-600	Closed	-$49.2K	–	673
2021 Q3	$49.2K	Hold	600	–	–	﹤0.01%	512
2021 Q2	$43.5K	Hold	600	–	–	﹤0.01%	529
2021 Q1	$35.1K	Hold	600	–	–	﹤0.01%	593
2020 Q4	$37.1K	Hold	600	–	–	﹤0.01%	578
2020 Q3	$24K	Buy	+600	New	+$22.6K	﹤0.01%	594
2020 Q1	–	Sell	-100	Closed	-$2.76K	–	879
2019 Q4	$2.76K	Hold	100	–	–	﹤0.01%	799
2019 Q3	$2.44K	Hold	100	–	–	﹤0.01%	816
2019 Q2	$2.63K	Hold	100	–	–	﹤0.01%	659
2019 Q1	$2.83K	Hold	100	–	–	﹤0.01%	637
2018 Q4	$2.77K	Hold	100	–	–	﹤0.01%	648
2018 Q3	$3.29K	Hold	100	–	–	﹤0.01%	654
2018 Q2	$3.25K	Buy	+100	New	+$3.35K	﹤0.01%	656

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

Bartlett & Co Wealth Management's LIT Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 600 shares worth $47.2K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Bartlett & Co Wealth Management first reported a position in LIT in Q2 2018 and has held it in 30 quarters since. The position peaked at $57.7K in Q1 2022. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Bartlett & Co Wealth Management held 600 shares of Global X Lithium & Battery Tech ETF worth $47.2K as of Q2 2026.
Bartlett & Co Wealth Management left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #752 holding.
Bartlett & Co Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q2 2018 and has held it in 30 quarters since.
Bartlett & Co Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $57.7K in Q1 2022.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.