BLVD Private Wealth’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

BLVD Private Wealth’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	–	Sell	-11,886	Closed	-$884K	–	76
2026 Q1	$884K	Sell	11,886 -17,957	-60%	-$1.29M	0.77%	31
2025 Q4	$1.94M	Sell	29,843 -2,555	-8%	-$157K	1.68%	16
2025 Q3	$1.84M	Sell	32,398 -11,330	-26%	-$521K	1.58%	18
2025 Q2	$1.68M	Buy	+43,728	New	+$1.61M	1.58%	17

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

BLVD Private Wealth's LIT Position: Q2 2026 in Review

BLVD Private Wealth sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2026, closing a stake of 11,886 shares — an estimated $884K sold.

BLVD Private Wealth first reported a position in LIT in Q2 2025 and held it in 4 quarters. The position peaked at $1.94M in Q4 2025. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

BLVD Private Wealth reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2026 after selling out during the quarter.
BLVD Private Wealth sold 11,886 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $884K.
BLVD Private Wealth first reported a position in Global X Lithium & Battery Tech ETF in Q2 2025 and held it in 4 quarters.
BLVD Private Wealth's Global X Lithium & Battery Tech ETF position peaked at $1.94M in Q4 2025.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on BLVD Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.