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

Belpointe 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 		$579K Sell
7,394
-3,160
-30% -$261K 0.02% 670
2026
Q1 		$785K Sell
10,554
-48
-0.5% -$3.44K 0.03% 542
2025
Q4 		$688K Sell
10,602
-70
-0.7% -$4.31K 0.02% 560
2025
Q3 		$607K Buy
+10,672
New +$491K 0.02% 570
2024
Q2 		– Sell
-4,610
Closed -$209K – 900
2024
Q1 		$209K Buy
4,610
+158
+4% +$7.04K 0.02% 728
2023
Q4 		$227K Buy
+4,452
New +$221K 0.02% 625
2023
Q2 		– Sell
-30,869
Closed -$1.96M – 2136
2023
Q1 		$1.96M Sell
30,869
-1,408
-4% -$90.8K 0.11% 201
2022
Q4 		$1.89M Buy
32,277
+7,785
+32% +$520K 0.11% 184
2022
Q3 		$1.62M Buy
24,492
+11,514
+89% +$855K 0.11% 197
2022
Q2 		$943K Sell
12,978
-573
-4% -$40.7K 0.06% 309
2022
Q1 		$1.04M Buy
13,551
+5,961
+79% +$456K 0.06% 319
2021
Q4 		$641K Sell
7,590
-2,906
-28% -$258K 0.04% 445
2021
Q3 		$859K Sell
10,496
-1,114
-10% -$91.3K 0.06% 345
2021
Q2 		$842K Sell
11,610
-688
-6% -$44.3K 0.06% 335
2021
Q1 		$719K Buy
12,298
+7,719
+169% +$504K 0.06% 318
2020
Q4 		$284K Buy
+4,579
New +$227K 0.03% 571
2019
Q1 		– Sell
-5,303
Closed -$143K – 515
2018
Q4 		$143K Sell
5,303
-1,722
-25% -$52.4K 0.04% 405
2018
Q3 		$231K Sell
7,025
-3,341
-32% -$108K 0.04% 421
2018
Q2 		$337K Sell
10,366
-1,379
-12% -$46.1K 0.09% 233
2018
Q1 		$387K Sell
11,745
-139
-1% -$5.07K 0.11% 204
2017
Q4 		$461K Buy
11,884
+273
+2% +$10.7K 0.1% 242
2017
Q3 		$434K Buy
+11,611
New +$383K 0.1% 228

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

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

Belpointe Asset Management reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 30% in Q2 2026, selling an estimated $261K and leaving 7,394 shares worth $579K. The position accounts for 0.02% of the portfolio, ranked #670.

Belpointe Asset Management first reported a position in LIT in Q3 2017 and has held it in 22 quarters since. The position peaked at $1.96M in Q1 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Belpointe Asset Management held 7,394 shares of Global X Lithium & Battery Tech ETF worth $579K as of Q2 2026.
  • Belpointe Asset Management sold 3,160 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $261K.
  • Global X Lithium & Battery Tech ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #670 holding.
  • Belpointe Asset Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2017 and has held it in 22 quarters since.
  • Belpointe Asset Management's Global X Lithium & Battery Tech ETF position peaked at $1.96M in Q1 2023.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.