Corient Private Wealth
LIT icon

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

Corient 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
2026
Q2 		$354K Buy
+4,522
New +$374K ﹤0.01% 2452
2024
Q3 		– Sell
-10,381
Closed -$403K – 2519
2024
Q2 		$403K Sell
10,381
-72
-0.7% -$3.14K ﹤0.01% 1758
2024
Q1 		$473K Buy
10,453
+1,613
+18% +$71.9K ﹤0.01% 1657
2023
Q4 		$450K Sell
8,840
-3,215
-27% -$159K ﹤0.01% 1662
2023
Q3 		$665K Buy
12,055
+4,590
+61% +$280K ﹤0.01% 1347
2023
Q2 		$485K Sell
7,465
-5,218
-41% -$325K ﹤0.01% 1461
2023
Q1 		$806K Buy
+12,683
New +$818K ﹤0.01% 1179

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

Corient Private Wealth's LIT Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q2 2026: 4,522 shares worth $354K. The stake represents ﹤0.01% of the portfolio and ranks #2452 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in LIT as recently as Q2 2024.

Corient Private Wealth first reported a position in LIT in Q1 2023 and has held it in 7 quarters since. The position peaked at $806K in Q1 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Corient Private Wealth held 4,522 shares of Global X Lithium & Battery Tech ETF worth $354K as of Q2 2026.
  • Global X Lithium & Battery Tech ETF was a new Corient Private Wealth position in Q2 2026.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2452 holding.
  • Corient Private Wealth first reported a position in Global X Lithium & Battery Tech ETF in Q1 2023 and has held it in 7 quarters since.
  • Corient Private Wealth's Global X Lithium & Battery Tech ETF position peaked at $806K in Q1 2023.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.