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LIT icon

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

NewEdge 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 		$411K Sell
5,253
-2,595
-33% -$215K ﹤0.01% 2275
2026
Q1 		$583K Buy
7,848
+282
+4% +$20.2K ﹤0.01% 1863
2025
Q4 		$491K Buy
7,566
+5,402
+250% +$333K ﹤0.01% 1982
2025
Q3 		$123K Buy
2,164
+123
+6% +$5.66K ﹤0.01% 2536
2025
Q2 		$78.4K Sell
2,041
-308
-13% -$11.4K ﹤0.01% 2508
2025
Q1 		$91.1K Buy
2,349
+21
+0.9% +$861 ﹤0.01% 2325
2024
Q4 		$94.9K Sell
2,328
-102
-4% -$4.5K ﹤0.01% 2297
2024
Q3 		$106K Sell
2,430
-410
-14% -$15.6K ﹤0.01% 2174
2024
Q2 		$110K Sell
2,840
-2,750
-49% -$120K ﹤0.01% 2091
2024
Q1 		$253K Sell
5,590
-12,405
-69% -$553K ﹤0.01% 1719
2023
Q4 		$917K Buy
17,995
+1,889
+12% +$93.6K 0.01% 971
2023
Q3 		$889K Sell
16,106
-13,244
-45% -$809K 0.01% 911
2023
Q2 		$1.78M Buy
29,350
+4,289
+17% +$267K 0.02% 630
2023
Q1 		$1.55M Sell
25,061
-12,358
-33% -$797K 0.02% 614
2022
Q4 		$1.78M Buy
37,419
+21,501
+135% +$1.44M 0.05% 349
2022
Q3 		$1.05M Buy
15,918
+4,862
+44% +$361K 0.02% 631
2022
Q2 		$802K Sell
11,056
-1,558
-12% -$111K 0.01% 774
2022
Q1 		$971K Sell
12,614
-7,684
-38% -$588K 0.02% 652
2021
Q4 		$1.71M Buy
20,298
+10,955
+117% +$971K 0.03% 497
2021
Q3 		$766K Sell
9,343
-244
-3% -$20K 0.02% 618
2021
Q2 		$695K Buy
9,587
+1,205
+14% +$77.6K 0.02% 630
2021
Q1 		$490K Buy
8,382
+1,765
+27% +$115K 0.01% 665
2020
Q4 		$410K Buy
+6,617
New +$328K 0.01% 678
2017
Q3 		– Sell
-364
Closed -$10.8K – 785
2017
Q2 		$10.8K Buy
+364
New +$10.6K ﹤0.01% 937

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

NewEdge Advisors's LIT Position: Q2 2026 in Review

NewEdge Advisors reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 33% in Q2 2026, selling an estimated $215K and leaving 5,253 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

NewEdge Advisors first reported a position in LIT in Q2 2017 and has held it in 24 quarters since. The position peaked at $1.78M in Q4 2022. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • NewEdge Advisors held 5,253 shares of Global X Lithium & Battery Tech ETF worth $411K as of Q2 2026.
  • NewEdge Advisors sold 2,595 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $215K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2275 holding.
  • NewEdge Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q2 2017 and has held it in 24 quarters since.
  • NewEdge Advisors's Global X Lithium & Battery Tech ETF position peaked at $1.78M in Q4 2022.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.