Ipsen Advisor Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Ipsen Advisor Group’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	$2.9M	Sell	37,097 -8	-0%	-$662	1.87%	15
2026 Q1	$2.76M	Sell	37,105 -1,355	-4%	-$97K	1.93%	14
2025 Q4	$2.49M	Sell	38,460 -833	-2%	-$51.3K	1.77%	15
2025 Q3	$2.23M	Buy	39,293 +831	+2%	+$38.2K	1.61%	18
2025 Q2	$1.48M	Buy	38,462 +2,588	+7%	+$95.6K	1.13%	23
2025 Q1	$1.39M	Buy	35,874 +1,177	+3%	+$48.3K	1.2%	20
2024 Q4	$1.41M	Buy	+34,697	New	+$1.53M	1.21%	21

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

Ipsen Advisor Group's LIT Position: Q2 2026 in Review

Ipsen Advisor Group reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 0.02% in Q2 2026, selling an estimated $662 and leaving 37,097 shares worth $2.9M. The position accounts for 1.87% of the portfolio, ranked #15.

Ipsen Advisor Group first reported a position in LIT in Q4 2024 and has held it in 7 quarters since. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Ipsen Advisor Group held 37,097 shares of Global X Lithium & Battery Tech ETF worth $2.9M as of Q2 2026.
Ipsen Advisor Group sold 8 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $662.
Global X Lithium & Battery Tech ETF made up 1.87% of Ipsen Advisor Group's portfolio in Q2 2026, its #15 holding.
Ipsen Advisor Group first reported a position in Global X Lithium & Battery Tech ETF in Q4 2024 and has held it in 7 quarters since.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.