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Legacy Investment Solutions’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$77 Buy
+2
New +$74 ﹤0.01% 739
2024
Q4 		$83 Hold
2
– – ﹤0.01% 736
2024
Q3 		$93 Buy
+2
New +$76 ﹤0.01% 687

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LPL Financial San Diego, California $377B AUM 19.32% 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
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Investment Solutions's LIT Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q2 2025: 2 shares worth $77. The stake represents ﹤0.01% of the portfolio and ranks #739 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in LIT as recently as Q4 2024.

Legacy Investment Solutions first reported a position in LIT in Q3 2024 and has held it in 3 quarters since. The position peaked at $93 in Q3 2024. 233 funds tracked by Wall St. Rank hold LIT as of Q2 2025.

  • Legacy Investment Solutions held 2 shares of Global X Lithium & Battery Tech ETF worth $77 as of Q2 2025.
  • Global X Lithium & Battery Tech ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #739 holding.
  • Legacy Investment Solutions first reported a position in Global X Lithium & Battery Tech ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Global X Lithium & Battery Tech ETF position peaked at $93 in Q3 2024.
  • 233 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.