Blue Bell Private Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Blue Bell Private 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	$861	Sell	11 -28	-72%	-$2.32K	﹤0.01%	687
2026 Q1	$2.9K	Hold	39	–	–	﹤0.01%	639
2025 Q4	$2.53K	Hold	39	–	–	﹤0.01%	634
2025 Q3	$2.22K	Buy	39 +28	+255%	+$1.29K	﹤0.01%	635
2025 Q2	$422	Sell	11 -648	-98%	-$23.9K	﹤0.01%	710
2025 Q1	$25.6K	Hold	659	–	–	﹤0.01%	441
2024 Q4	$26.9K	Hold	659	–	–	0.01%	420
2024 Q3	$28.7K	Hold	659	–	–	0.01%	436
2024 Q2	$25.6K	Hold	659	–	–	0.01%	437
2024 Q1	$29.8K	Hold	659	–	–	0.01%	414
2023 Q4	$33.6K	Buy	659 +28	+4%	+$1.39K	0.01%	372
2023 Q3	$34.8K	Sell	631 -28	-4%	-$1.71K	0.01%	297
2023 Q2	$42.8K	Hold	659	–	–	0.01%	271
2023 Q1	$41.9K	Hold	659	–	–	0.01%	243
2022 Q4	$38.6K	Hold	659	–	–	0.01%	237
2022 Q3	$44K	Buy	659 +20	+3%	+$1.49K	0.02%	217
2022 Q2	$46K	Buy	639 +28	+5%	+$1.99K	0.02%	222
2022 Q1	$47K	Hold	611	–	–	0.01%	230
2021 Q4	$52K	Buy	611 +11	+2%	+$975	0.01%	204
2021 Q3	$49K	Hold	600	–	–	0.01%	108
2021 Q2	$43K	Hold	600	–	–	0.01%	113
2021 Q1	$35K	Buy	600 +100	+20%	+$6.53K	0.01%	116
2020 Q4	$30K	Hold	500	–	–	0.01%	114
2020 Q3	$20K	Hold	500	–	–	0.01%	123
2020 Q2	$20K	Hold	500	–	–	0.01%	138
2020 Q1	$11K	Hold	500	–	–	0.01%	141
2019 Q4	$14K	Hold	500	–	–	0.01%	144
2019 Q3	$12K	Hold	500	–	–	0.01%	145
2019 Q2	$13K	Hold	500	–	–	0.01%	141
2019 Q1	$14K	Hold	500	–	–	0.01%	141
2018 Q4	$13K	Hold	500	–	–	0.01%	152
2018 Q3	$16K	Hold	500	–	–	0.01%	150
2018 Q2	$16K	Hold	500	–	–	0.01%	146
2018 Q1	$16K	Hold	500	–	–	0.01%	161
2017 Q4	$19K	Hold	500	–	–	0.01%	156
2017 Q3	$19K	Buy	+500	New	+$16.5K	0.01%	155

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

Blue Bell Private Wealth Management's LIT Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 72% in Q2 2026, selling an estimated $2.32K and leaving 11 shares worth $861. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Blue Bell Private Wealth Management first reported a position in LIT in Q3 2017 and has held it in 36 quarters since. The position peaked at $52K in Q4 2021. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Blue Bell Private Wealth Management held 11 shares of Global X Lithium & Battery Tech ETF worth $861 as of Q2 2026.
Blue Bell Private Wealth Management sold 28 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $2.32K.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #687 holding.
Blue Bell Private Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2017 and has held it in 36 quarters since.
Blue Bell Private Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $52K in Q4 2021.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.