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 Q2	$362K	Buy	4,628 +179	+4%	+$14.8K	﹤0.01%	967
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 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

NewEdge Wealth's LIT Position: Q2 2026 in Review

NewEdge Wealth increased its Global X Lithium & Battery Tech ETF (LIT) stake by 4% in Q2 2026, buying an estimated $14.8K and bringing the position to 4,628 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

NewEdge Wealth first reported a position in LIT in Q2 2022 and has held it in 8 quarters since. The position peaked at $941K in Q2 2022. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

NewEdge Wealth held 4,628 shares of Global X Lithium & Battery Tech ETF worth $362K as of Q2 2026.
NewEdge Wealth bought 179 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $14.8K.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #967 holding.
NewEdge Wealth first reported a position in Global X Lithium & Battery Tech ETF in Q2 2022 and has held it in 8 quarters since.
NewEdge Wealth's Global X Lithium & Battery Tech ETF position peaked at $941K in Q2 2022.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.