BAM
LIT icon

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

Bellevue 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 		$43.5K Hold
555
– – 0.02% 186
2026
Q1 		$41.3K Hold
555
– – 0.02% 177
2025
Q4 		$36K Hold
555
– – 0.01% 189
2025
Q3 		$31.6K Hold
555
– – 0.01% 199
2025
Q2 		$21.3K Hold
555
– – 0.01% 230
2025
Q1 		$21.5K Buy
555
+1
+0.2% +$41 0.01% 228
2024
Q4 		$22.6K Hold
554
– – 0.01% 227
2024
Q3 		$24.2K Buy
554
+1
+0.2% +$38 0.01% 219
2024
Q2 		$21.5K Sell
553
-1
-0.2% -$44 0.01% 219
2024
Q1 		$25.1K Buy
554
+2
+0.4% +$89 0.01% 208
2023
Q4 		$28.1K Hold
552
– – 0.02% 198
2023
Q3 		$30.5K Buy
552
+1
+0.2% +$61 0.02% 184
2023
Q2 		$35.9K Sell
551
-500
-48% -$31.2K 0.02% 173
2023
Q1 		$66.8K Sell
1,051
-149
-12% -$9.61K 0.05% 118
2022
Q4 		$70K Hold
1,200
– – 0.05% 120
2022
Q3 		$80K Hold
1,200
– – 0.06% 111
2022
Q2 		$87K Hold
1,200
– – 0.06% 107
2022
Q1 		$93K Hold
1,200
– – 0.06% 115
2021
Q4 		$101K Hold
1,200
– – 0.06% 118
2021
Q3 		$99K Hold
1,200
– – 0.06% 116
2021
Q2 		$87K Hold
1,200
– – 0.05% 134
2021
Q1 		$70K Hold
1,200
– – 0.04% 148
2020
Q4 		$86K Hold
1,200
– – 0.05% 125
2020
Q3 		$48K Hold
1,200
– – 0.03% 164
2020
Q2 		$38K Hold
1,200
– – 0.04% 189
2020
Q1 		$30K Buy
1,200
+150
+14% +$4.15K 0.03% 221
2019
Q4 		$29K Buy
+1,050
New +$26.8K 0.02% 218

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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
CWM
Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return
UBS Group
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bellevue Asset Management's LIT Position: Q2 2026 in Review

Bellevue Asset Management held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 555 shares worth $43.5K. The position accounts for 0.02% of the portfolio, ranked #186.

Bellevue Asset Management first reported a position in LIT in Q4 2019 and has held it in 27 quarters since. The position peaked at $101K in Q4 2021. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Bellevue Asset Management held 555 shares of Global X Lithium & Battery Tech ETF worth $43.5K as of Q2 2026.
  • Bellevue Asset Management left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
  • Global X Lithium & Battery Tech ETF made up 0.02% of Bellevue Asset Management's portfolio in Q2 2026, its #186 holding.
  • Bellevue Asset Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2019 and has held it in 27 quarters since.
  • Bellevue Asset Management's Global X Lithium & Battery Tech ETF position peaked at $101K in Q4 2021.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.