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

NewEdge Wealth’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 		$331K Hold
4,449
– – ﹤0.01% 939
2025
Q4 		$289K Hold
4,449
– – ﹤0.01% 1036
2025
Q3 		$270K Buy
+4,449
New +$205K ﹤0.01% 904
2024
Q1 		– Sell
-4,358
Closed -$222K – 830
2023
Q4 		$222K Hold
4,358
– – 0.01% 686
2023
Q3 		$240K Buy
+4,358
New +$266K 0.01% 578
2022
Q4 		– Sell
-11,831
Closed -$782K – 559
2022
Q3 		$782K Sell
11,831
-1,128
-9% -$83.8K 0.04% 294
2022
Q2 		$941K Buy
+12,959
New +$921K 0.04% 294

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