EP Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

EP Wealth 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	$408K	Buy	+5,214	New	+$431K	﹤0.01%	1126
2024 Q4	–	Sell	-2,475	Closed	-$108K	–	1291
2024 Q3	$108K	Buy	+2,475	New	+$94.3K	﹤0.01%	1133
2024 Q2	–	Sell	-2,430	Closed	-$110K	–	878
2024 Q1	$110K	Buy	2,430 +22	+0.9%	+$980	﹤0.01%	803
2023 Q4	$123K	Sell	2,408 -1,665	-41%	-$82.5K	﹤0.01%	766
2023 Q3	$225K	Sell	4,073 -14,449	-78%	-$883K	﹤0.01%	632
2023 Q2	$252K	Buy	+18,522	New	+$1.15M	﹤0.01%	601
2022 Q3	–	Sell	-2,289	Closed	-$166K	–	500
2022 Q2	$166K	Hold	2,289	–	–	﹤0.01%	598
2022 Q1	$176K	Buy	+2,289	New	+$175K	﹤0.01%	587
2021 Q1	–	Sell	-2,124	Closed	-$131K	–	508
2020 Q4	$131K	Buy	+2,124	New	+$105K	﹤0.01%	436

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

EP Wealth Advisors's LIT Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q2 2026: 5,214 shares worth $408K. The stake represents ﹤0.01% of the portfolio and ranks #1126 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in LIT as recently as Q3 2024.

EP Wealth Advisors first reported a position in LIT in Q4 2020 and has held it in 9 quarters since. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

EP Wealth Advisors held 5,214 shares of Global X Lithium & Battery Tech ETF worth $408K as of Q2 2026.
Global X Lithium & Battery Tech ETF was a new EP Wealth Advisors position in Q2 2026.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1126 holding.
EP Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and has held it in 9 quarters since.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

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