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

Concurrent Investment 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	$209K	Buy	+2,664	New	+$220K	﹤0.01%	1922

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

Concurrent Investment Advisors's LIT Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q2 2026: 2,664 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1922 among its holdings.

292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Concurrent Investment Advisors held 2,664 shares of Global X Lithium & Battery Tech ETF worth $209K as of Q2 2026.
Global X Lithium & Battery Tech ETF was a new Concurrent Investment Advisors position in Q2 2026.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1922 holding.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.