Newbridge Financial Services Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Newbridge Financial Services 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	$16.3K	Hold	208	–	–	﹤0.01%	754
2026 Q1	$15.4K	Buy	208 +1	+0.5%	+$72	﹤0.01%	700
2025 Q4	$13.4K	Hold	207	–	–	﹤0.01%	735
2025 Q3	$11.8K	Buy	207 +1	+0.5%	+$46	﹤0.01%	867
2025 Q2	$7.92K	Sell	206 -105	-34%	-$3.88K	﹤0.01%	944
2025 Q1	$12.1K	Hold	311	–	–	﹤0.01%	644
2024 Q4	$12.7K	Hold	311	–	–	﹤0.01%	691
2024 Q3	$13.5K	Buy	311 +2	+0.6%	+$76	﹤0.01%	400
2024 Q2	$12K	Sell	309 -20	-6%	-$872	﹤0.01%	675
2024 Q1	$14.9K	Buy	329 +1	+0.3%	+$45	0.01%	674
2023 Q4	$16.7K	Hold	328	–	–	0.01%	625
2023 Q3	$18.1K	Buy	328 +1	+0.3%	+$61	0.01%	664
2023 Q2	$21.3K	Sell	327 -65	-17%	-$4.05K	0.01%	680
2023 Q1	$24.9K	Buy	392 +1	+0.3%	+$65	0.01%	643
2022 Q4	$22.9K	Buy	391 +125	+47%	+$8.35K	0.01%	675
2022 Q3	$18K	Buy	266 +66	+33%	+$4.9K	0.01%	727
2022 Q2	$15K	Hold	200	–	–	0.01%	738
2022 Q1	$15K	Hold	200	–	–	0.01%	812
2021 Q4	$17K	Hold	200	–	–	0.01%	780
2021 Q3	$16K	Hold	200	–	–	0.01%	728
2021 Q2	$14K	Hold	200	–	–	0.01%	885
2021 Q1	$12K	Buy	+200	New	+$13.1K	0.01%	845

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

Newbridge Financial Services Group's LIT Position: Q2 2026 in Review

Newbridge Financial Services Group held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 208 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Newbridge Financial Services Group first reported a position in LIT in Q1 2021 and has held it in 22 quarters since. The position peaked at $24.9K in Q1 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Newbridge Financial Services Group held 208 shares of Global X Lithium & Battery Tech ETF worth $16.3K as of Q2 2026.
Newbridge Financial Services Group left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #754 holding.
Newbridge Financial Services Group first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and has held it in 22 quarters since.
Newbridge Financial Services Group's Global X Lithium & Battery Tech ETF position peaked at $24.9K in Q1 2023.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.