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Coldstream Capital Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-100
Closed -$3.88K – 2335
2025
Q1 		$3.88K Buy
+100
New +$4.1K ﹤0.01% 2797

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coldstream Capital Management's LIT Position: Q2 2025 in Review

Coldstream Capital Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2025, closing a stake of 100 shares — an estimated $3.88K sold.

Coldstream Capital Management first reported a position in LIT in Q1 2025 and held it in 1 quarter. The position peaked at $3.88K in Q1 2025. 233 funds tracked by Wall St. Rank hold LIT as of Q2 2025.

  • Coldstream Capital Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 100 Global X Lithium & Battery Tech ETF shares in Q2 2025, an estimated $3.88K.
  • Coldstream Capital Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Global X Lithium & Battery Tech ETF position peaked at $3.88K in Q1 2025.
  • 233 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.