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
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 0.02% 448
2023
Q4 		$1.51M Sell
29,394
-4,587
-13% -$227K 0.02% 484
2023
Q3 		$1.87M Sell
33,981
-1,884
-5% -$115K 0.02% 398
2023
Q2 		$2.33M Sell
35,865
-897
-2% -$55.9K 0.03% 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 0.04% 296
2022
Q3 		$2.2M Buy
+33,275
New +$2.47M 0.04% 251

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $2.25B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return