Lido Advisors
LIT icon

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

Lido 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 		– Sell
-4,286
Closed -$319K – 2223
2026
Q1 		$319K Sell
4,286
-2,468
-37% -$177K ﹤0.01% 1532
2025
Q4 		$387K Buy
6,754
+72
+1% +$4.44K ﹤0.01% 1428
2025
Q3 		$380K Sell
6,682
-362
-5% -$16.6K ﹤0.01% 1363
2025
Q2 		$271K Sell
7,044
-577
-8% -$21.3K ﹤0.01% 1382
2025
Q1 		$296K Sell
7,621
-123
-2% -$5.04K ﹤0.01% 1220
2024
Q4 		$316K Buy
+7,744
New +$341K ﹤0.01% 1190
2024
Q2 		– Sell
-40,082
Closed -$1.82M – 1454
2024
Q1 		$1.82M Buy
40,082
+10,688
+36% +$476K 0.01% 448
2023
Q4 		$1.51M Sell
29,394
-4,587
-13% -$227K 0.01% 484
2023
Q3 		$1.87M Sell
33,981
-1,884
-5% -$115K 0.01% 398
2023
Q2 		$2.33M Sell
35,865
-897
-2% -$55.9K 0.02% 337
2023
Q1 		$144K Buy
36,762
+2,734
+8% +$176K ﹤0.01% 1054
2022
Q4 		$1.99M Buy
34,028
+753
+2% +$50.3K 0.02% 296
2022
Q3 		$2.2M Buy
+33,275
New +$2.47M 0.03% 251

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Lido Advisors's LIT Position: Q2 2026 in Review

Lido Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2026, closing a stake of 4,286 shares — an estimated $319K sold.

Lido Advisors first reported a position in LIT in Q3 2022 and held it in 13 quarters. The position peaked at $2.33M in Q2 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Lido Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 4,286 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $319K.
  • Lido Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q3 2022 and held it in 13 quarters.
  • Lido Advisors's Global X Lithium & Battery Tech ETF position peaked at $2.33M in Q2 2023.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.