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
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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

EP Wealth Advisors's LIT Position: Q4 2024 in Review

EP Wealth Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2024, closing a stake of 2,475 shares — an estimated $108K sold.

EP Wealth Advisors first reported a position in LIT in Q4 2020 and held it in 8 quarters. The position peaked at $252K in Q2 2023. 267 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

EP Wealth Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2024 after selling out during the quarter.
EP Wealth Advisors sold 2,475 Global X Lithium & Battery Tech ETF shares in Q4 2024, an estimated $108K.
EP Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 8 quarters.
EP Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $252K in Q2 2023.
267 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.