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

Evolution 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	$505K	Hold	6,450	–	–	0.06%	117
2026 Q1	$480K	Hold	6,450	–	–	0.05%	115
2025 Q4	$418K	Hold	6,450	–	–	0.04%	111
2025 Q3	$367K	Hold	6,450	–	–	0.05%	116
2025 Q2	$248K	Sell	6,450 -560	-8%	-$20.7K	0.04%	147
2025 Q1	$272K	Sell	7,010 -7,020	-50%	-$288K	0.05%	123
2024 Q4	$572K	Buy	14,030 +5,160	+58%	+$227K	0.1%	83
2024 Q3	$387K	Hold	8,870	–	–	0.07%	97
2024 Q2	$344K	Hold	8,870	–	–	0.07%	95
2024 Q1	$402K	Buy	+8,870	New	+$395K	0.08%	88

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

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

Evolution Wealth Advisors held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 6,450 shares worth $505K. The position accounts for 0.06% of the portfolio, ranked #117.

Evolution Wealth Advisors first reported a position in LIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $572K in Q4 2024. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Evolution Wealth Advisors held 6,450 shares of Global X Lithium & Battery Tech ETF worth $505K as of Q2 2026.
Evolution Wealth Advisors left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
Global X Lithium & Battery Tech ETF made up 0.06% of Evolution Wealth Advisors's portfolio in Q2 2026, its #117 holding.
Evolution Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q1 2024 and has held it in 10 quarters since.
Evolution Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $572K in Q4 2024.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.