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

EverSource 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	$4.46K	Hold	57	–	–	﹤0.01%	3341
2026 Q1	$4.24K	Hold	57	–	–	﹤0.01%	3341
2025 Q4	$3.7K	Hold	57	–	–	﹤0.01%	3240
2025 Q3	$3.24K	Sell	57 -3	-5%	-$138	﹤0.01%	3335
2025 Q2	$2.3K	Hold	60	–	–	﹤0.01%	3459
2025 Q1	$2.33K	Sell	60 -128	-68%	-$5.25K	﹤0.01%	2853
2024 Q4	$7.67K	Buy	+188	New	+$8.29K	﹤0.01%	2141
2024 Q3	–	Sell	-118	Closed	-$4.62K	–	3087
2024 Q2	$4.62K	Buy	118 +8	+7%	+$349	﹤0.01%	2249
2024 Q1	$4.82K	Buy	+110	New	+$4.9K	﹤0.01%	2071
2023 Q2	–	Sell	-79	Closed	-$5.02K	–	2552
2023 Q1	$5.02K	Hold	79	–	–	﹤0.01%	1645
2022 Q4	$4.63K	Buy	+79	New	+$5.28K	﹤0.01%	1639

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

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

EverSource Wealth Advisors held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 57 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #3341.

EverSource Wealth Advisors first reported a position in LIT in Q4 2022 and has held it in 11 quarters since. The position peaked at $7.67K in Q4 2024. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

EverSource Wealth Advisors held 57 shares of Global X Lithium & Battery Tech ETF worth $4.46K as of Q2 2026.
EverSource Wealth Advisors 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 EverSource Wealth Advisors's portfolio in Q2 2026, its #3341 holding.
EverSource Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2022 and has held it in 11 quarters since.
EverSource Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $7.67K in Q4 2024.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.