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

Evolution Wealth 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
Q2 		– Sell
-50
Closed -$3.72K – 956
2026
Q1 		$3.72K Hold
50
– – ﹤0.01% 664
2025
Q4 		$3.24K Buy
+50
New +$3.08K ﹤0.01% 598

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Bank of America
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
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
CWM
Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return
UBS Group
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Evolution Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2026, closing a stake of 50 shares — an estimated $3.72K sold.

Evolution Wealth Management first reported a position in LIT in Q4 2025 and held it in 2 quarters. The position peaked at $3.72K in Q1 2026. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Evolution Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Evolution Wealth Management sold 50 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $3.72K.
  • Evolution Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2025 and held it in 2 quarters.
  • Evolution Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $3.72K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.