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D.A. Davidson & Co’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

D.A. Davidson & Co’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 		$232K Hold
2,967
– – ﹤0.01% 1477
2026
Q1 		$221K Sell
2,967
-801
-21% -$57.3K ﹤0.01% 1458
2025
Q4 		$244K Hold
3,768
– – ﹤0.01% 1387
2025
Q3 		$214K Buy
+3,768
New +$173K ﹤0.01% 1433
2025
Q1 		– Sell
-6,170
Closed -$252K – 1455
2024
Q4 		$252K Buy
+6,170
New +$272K ﹤0.01% 1259
2024
Q2 		– Sell
-5,712
Closed -$259K – 1401
2024
Q1 		$259K Sell
5,712
-455
-7% -$20.3K ﹤0.01% 1225
2023
Q4 		$314K Sell
6,167
-410
-6% -$20.3K ﹤0.01% 1111
2023
Q3 		$363K Sell
6,577
-1,062
-14% -$64.9K ﹤0.01% 1022
2023
Q2 		$497K Buy
7,639
+519
+7% +$32.4K 0.01% 929
2023
Q1 		$452K Buy
7,120
+150
+2% +$9.68K 0.01% 919
2022
Q4 		$409K Sell
6,970
-576
-8% -$38.5K ﹤0.01% 928
2022
Q3 		$499K Buy
7,546
+216
+3% +$16K 0.01% 814
2022
Q2 		$532K Sell
7,330
-3,428
-32% -$244K 0.01% 800
2022
Q1 		$828K Buy
10,758
+814
+8% +$62.3K 0.01% 707
2021
Q4 		$841K Buy
9,944
+4,809
+94% +$426K 0.01% 703
2021
Q3 		$421K Buy
5,135
+654
+15% +$53.6K ﹤0.01% 895
2021
Q2 		$325K Buy
+4,481
New +$288K ﹤0.01% 963

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

D.A. Davidson & Co's LIT Position: Q2 2026 in Review

D.A. Davidson & Co held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 2,967 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

D.A. Davidson & Co first reported a position in LIT in Q2 2021 and has held it in 17 quarters since. The position peaked at $841K in Q4 2021. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • D.A. Davidson & Co held 2,967 shares of Global X Lithium & Battery Tech ETF worth $232K as of Q2 2026.
  • D.A. Davidson & Co left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1477 holding.
  • D.A. Davidson & Co first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and has held it in 17 quarters since.
  • D.A. Davidson & Co's Global X Lithium & Battery Tech ETF position peaked at $841K in Q4 2021.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.