Envestnet Asset Management
LIT icon

Envestnet Asset Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Envestnet Asset 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
2026
Q2 		$4.15M Sell
52,992
-5,441
-9% -$450K ﹤0.01% 2599
2026
Q1 		$4.34M Sell
58,433
-3,356
-5% -$240K ﹤0.01% 2414
2025
Q4 		$4.01M Sell
61,789
-20,363
-25% -$1.25M ﹤0.01% 2332
2025
Q3 		$4.67M Sell
82,152
-11,477
-12% -$528K ﹤0.01% 2286
2025
Q2 		$3.6M Sell
93,629
-5,067
-5% -$187K ﹤0.01% 2433
2025
Q1 		$3.83M Sell
98,696
-7,441
-7% -$305K ﹤0.01% 2315
2024
Q4 		$4.33M Sell
106,137
-29,458
-22% -$1.3M ﹤0.01% 2206
2024
Q3 		$5.91M Buy
135,595
+23,165
+21% +$883K ﹤0.01% 1996
2024
Q2 		$4.36M Sell
112,430
-3,194
-3% -$139K ﹤0.01% 2116
2024
Q1 		$5.24M Buy
115,624
+884
+0.8% +$39.4K ﹤0.01% 1944
2023
Q4 		$5.84M Buy
114,740
+9,768
+9% +$484K ﹤0.01% 1781
2023
Q3 		$5.79M Sell
104,972
-93,920
-47% -$5.74M ﹤0.01% 1699
2023
Q2 		$12.9M Sell
198,892
-12,533
-6% -$781K 0.01% 1146
2023
Q1 		$13.4M Buy
211,425
+8,151
+4% +$526K 0.01% 1092
2022
Q4 		$11.9M Sell
203,274
-40,050
-16% -$2.68M 0.01% 1109
2022
Q3 		$16.1M Buy
243,324
+8,791
+4% +$653K 0.01% 894
2022
Q2 		$17M Buy
234,533
+67,484
+40% +$4.8M 0.01% 875
2022
Q1 		$12.9M Buy
167,049
+38,239
+30% +$2.93M 0.01% 1074
2021
Q4 		$10.9M Buy
128,810
+5,031
+4% +$446K 0.01% 1142
2021
Q3 		$10.1M Buy
123,779
+56,268
+83% +$4.61M 0.01% 1141
2021
Q2 		$4.89M Buy
67,511
+23,399
+53% +$1.51M ﹤0.01% 1536
2021
Q1 		$2.58M Buy
44,112
+25,175
+133% +$1.65M ﹤0.01% 1793
2020
Q4 		$1.17M Buy
18,937
+5,832
+45% +$289K ﹤0.01% 2097
2020
Q3 		$525K Buy
13,105
+298
+2% +$11.2K ﹤0.01% 2431
2020
Q2 		$405K Buy
12,807
+3,610
+39% +$97.2K ﹤0.01% 2525
2020
Q1 		$200K Buy
9,197
+881
+11% +$24.4K ﹤0.01% 2730
2019
Q4 		$227K Sell
8,316
-2,349
-22% -$60K ﹤0.01% 2870
2019
Q3 		$260K Buy
+10,665
New +$265K ﹤0.01% 2740
2016
Q3 		– Sell
-760,122
Closed -$19M – 2981
2016
Q2 		$19M Buy
+760,122
New +$17.8M 0.08% 231

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

Envestnet Asset Management's LIT Position: Q2 2026 in Review

Envestnet Asset Management reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 9.3% in Q2 2026, selling an estimated $450K and leaving 52,992 shares worth $4.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2599.

Envestnet Asset Management first reported a position in LIT in Q2 2016 and has held it in 29 quarters since. The position peaked at $19M in Q2 2016. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Envestnet Asset Management held 52,992 shares of Global X Lithium & Battery Tech ETF worth $4.15M as of Q2 2026.
  • Envestnet Asset Management sold 5,441 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $450K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2599 holding.
  • Envestnet Asset Management first reported a position in Global X Lithium & Battery Tech ETF in Q2 2016 and has held it in 29 quarters since.
  • Envestnet Asset Management's Global X Lithium & Battery Tech ETF position peaked at $19M in Q2 2016.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.