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

Evelyn Partners 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
Q1 		$14.9K Hold
200
– – ﹤0.01% 234
2025
Q4 		$13K Hold
200
– – ﹤0.01% 214
2025
Q3 		$11.4K Hold
200
– – ﹤0.01% 221
2025
Q2 		$7.68K Hold
200
– – ﹤0.01% 201
2025
Q1 		$7.76K Hold
200
– – ﹤0.01% 208
2024
Q4 		$8.16K Buy
+200
New +$8.82K ﹤0.01% 208

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evelyn Partners Asset Management's LIT Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q1 2026 at 200 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Evelyn Partners Asset Management first reported a position in LIT in Q4 2024 and has held it in 6 quarters since. 281 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

  • Evelyn Partners Asset Management held 200 shares of Global X Lithium & Battery Tech ETF worth $14.9K as of Q1 2026.
  • Evelyn Partners Asset Management left its Global X Lithium & Battery Tech ETF share count unchanged in Q1 2026.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #234 holding.
  • Evelyn Partners Asset Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2024 and has held it in 6 quarters since.
  • 281 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.