Clifford Swan Investment Counsel’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Clifford Swan Investment Counsel’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 Q1	$213K	Buy	+2,860	New	+$205K	0.01%	322
2022 Q3	–	Sell	-2,860	Closed	-$208K	–	315
2022 Q2	$208K	Hold	2,860	–	–	0.01%	310
2022 Q1	$220K	Hold	2,860	–	–	0.01%	315
2021 Q4	$241K	Hold	2,860	–	–	0.01%	311
2021 Q3	$264K	Hold	2,860	–	–	0.01%	303
2021 Q2	$245K	Buy	+2,860	New	+$184K	0.01%	297

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Clifford Swan Investment Counsel's LIT Position: Q1 2026 in Review

Clifford Swan Investment Counsel opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q1 2026: 2,860 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: Clifford Swan Investment Counsel previously reported a position in LIT as recently as Q2 2022.

Clifford Swan Investment Counsel first reported a position in LIT in Q2 2021 and has held it in 6 quarters since. The position peaked at $264K in Q3 2021. 280 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

Clifford Swan Investment Counsel held 2,860 shares of Global X Lithium & Battery Tech ETF worth $213K as of Q1 2026.
Global X Lithium & Battery Tech ETF was a new Clifford Swan Investment Counsel position in Q1 2026.
Global X Lithium & Battery Tech ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #322 holding.
Clifford Swan Investment Counsel first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and has held it in 6 quarters since.
Clifford Swan Investment Counsel's Global X Lithium & Battery Tech ETF position peaked at $264K in Q3 2021.
280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.