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

BOK Financial 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
2025 Q2	–	Sell	-1,420	Closed	-$55.1K	–	467
2025 Q1	$55.1K	Hold	1,420	–	–	﹤0.01%	249
2024 Q4	$58.1K	Hold	1,420	–	–	﹤0.01%	252
2024 Q3	$61.9K	Hold	1,420	–	–	﹤0.01%	244
2024 Q2	$55.5K	Hold	1,420	–	–	﹤0.01%	248
2024 Q1	$64.3K	Hold	1,420	–	–	﹤0.01%	235
2023 Q4	$72.8K	Hold	1,420	–	–	0.01%	214
2023 Q3	$78.3K	Hold	1,420	–	–	0.01%	200
2023 Q2	$92.6K	Hold	1,420	–	–	0.01%	196
2023 Q1	$90.2K	Hold	1,420	–	–	0.01%	206
2022 Q4	$84K	Hold	1,420	–	–	0.01%	206
2022 Q3	$94K	Hold	1,420	–	–	0.01%	206
2022 Q2	$103K	Buy	+1,420	New	+$101K	0.01%	203
2021 Q3	–	Sell	-2,850	Closed	-$207K	–	245
2021 Q2	$207K	Buy	+2,850	New	+$183K	0.02%	219

Other funds holding LIT

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BOK Financial Private Wealth's LIT Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2025, closing a stake of 1,420 shares — an estimated $55.1K sold.

BOK Financial Private Wealth first reported a position in LIT in Q2 2021 and held it in 13 quarters. The position peaked at $207K in Q2 2021. 233 funds tracked by Wall St. Rank hold LIT as of Q2 2025.

BOK Financial Private Wealth reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 1,420 Global X Lithium & Battery Tech ETF shares in Q2 2025, an estimated $55.1K.
BOK Financial Private Wealth first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and held it in 13 quarters.
BOK Financial Private Wealth's Global X Lithium & Battery Tech ETF position peaked at $207K in Q2 2021.
233 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.