EWA
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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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 $3.01B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return