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Clearstead Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Clearstead Advisors’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 		$40.6K Buy
518
+500
+2,778% +$41.4K ﹤0.01% 1571
2026
Q1 		$1.35K Hold
18
– – ﹤0.01% 1988
2025
Q4 		$1.18K Hold
18
– – ﹤0.01% 2210
2025
Q3 		$1.03K Hold
18
– – ﹤0.01% 2614
2025
Q2 		$694 Sell
18
-31
-63% -$1.15K ﹤0.01% 2464
2025
Q1 		$1.9K Hold
49
– – ﹤0.01% 1909
2024
Q4 		$1.99K Hold
49
– – ﹤0.01% 1842
2024
Q3 		$2.13K Hold
49
– – ﹤0.01% 1829
2024
Q2 		$1.89K Buy
49
+18
+58% +$785 ﹤0.01% 1821
2024
Q1 		$1.39K Buy
31
+1
+3% +$45 ﹤0.01% 1366
2023
Q4 		$1.55K Hold
30
– – ﹤0.01% 1330
2023
Q3 		$1.68K Hold
30
– – ﹤0.01% 1277
2023
Q2 		$1.97K Sell
30
-1,229
-98% -$76.6K ﹤0.01% 1157
2023
Q1 		$80K Buy
1,259
+11
+0.9% +$710 0.01% 555
2022
Q4 		$73.2K Hold
1,248
– – 0.01% 560
2022
Q3 		$82K Buy
1,248
+1,218
+4,060% +$90.4K 0.01% 510
2022
Q2 		$2K Sell
30
-1,983
-99% -$141K ﹤0.01% 1112
2022
Q1 		$155K Hold
2,013
– – 0.01% 457
2021
Q4 		$170K Buy
2,013
+737
+58% +$65.3K 0.01% 425
2021
Q3 		$105K Buy
1,276
+1,256
+6,280% +$103K 0.01% 473
2021
Q2 		$1K Hold
20
– – ﹤0.01% 1162
2021
Q1 		$1K Buy
+20
New +$1.31K ﹤0.01% 1035

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

Clearstead Advisors's LIT Position: Q2 2026 in Review

Clearstead Advisors increased its Global X Lithium & Battery Tech ETF (LIT) stake by 2,778% in Q2 2026, buying an estimated $41.4K and bringing the position to 518 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Clearstead Advisors first reported a position in LIT in Q1 2021 and has held it in 22 quarters since. The position peaked at $170K in Q4 2021. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Clearstead Advisors held 518 shares of Global X Lithium & Battery Tech ETF worth $40.6K as of Q2 2026.
  • Clearstead Advisors bought 500 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $41.4K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1571 holding.
  • Clearstead Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and has held it in 22 quarters since.
  • Clearstead Advisors's Global X Lithium & Battery Tech ETF position peaked at $170K in Q4 2021.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.