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Oppenheimer & Co’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Oppenheimer & Co’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 		– Sell
-3,885
Closed -$252K – 1750
2025
Q4 		$252K Buy
+3,885
New +$239K ﹤0.01% 1341
2025
Q1 		– Sell
-10,210
Closed -$416K – 1624
2024
Q4 		$416K Sell
10,210
-491
-5% -$21.6K 0.01% 1131
2024
Q3 		$466K Sell
10,701
-1,791
-14% -$68.2K 0.01% 1060
2024
Q2 		$485K Sell
12,492
-33
-0.3% -$1.44K 0.01% 1012
2024
Q1 		$567K Buy
12,525
+1,328
+12% +$59.2K 0.01% 948
2023
Q4 		$570K Sell
11,197
-1,137
-9% -$56.4K 0.01% 934
2023
Q3 		$680K Sell
12,334
-1,464
-11% -$89.4K 0.01% 823
2023
Q2 		$897K Buy
13,798
+8,246
+149% +$514K 0.02% 743
2023
Q1 		$353K Buy
5,552
+294
+6% +$19K 0.01% 1083
2022
Q4 		$308K Sell
5,258
-529
-9% -$35.3K 0.01% 1077
2022
Q3 		$382K Sell
5,787
-5,354
-48% -$398K 0.01% 988
2022
Q2 		$809K Buy
11,141
+3,048
+38% +$217K 0.02% 757
2022
Q1 		$623K Sell
8,093
-8,840
-52% -$676K 0.01% 921
2021
Q4 		$1.43M Buy
16,933
+11,284
+200% +$1M 0.03% 638
2021
Q3 		$463K Buy
5,649
+881
+18% +$72.2K 0.01% 1044
2021
Q2 		$346K Buy
+4,768
New +$307K 0.01% 1182
2019
Q2 		– Sell
-7,427
Closed -$210K – 1344
2019
Q1 		$210K Sell
7,427
-19
-0.3% -$542 0.01% 1199
2018
Q4 		$200K Sell
7,446
-10,518
-59% -$320K 0.01% 1106
2018
Q3 		$592K Buy
17,964
+4,078
+29% +$132K 0.02% 797
2018
Q2 		$452K Buy
13,886
+2,450
+21% +$82K 0.01% 906
2018
Q1 		$377K Buy
+11,436
New +$417K 0.01% 964

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oppenheimer & Co's LIT Position: Q1 2026 in Review

Oppenheimer & Co sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2026, closing a stake of 3,885 shares — an estimated $252K sold.

Oppenheimer & Co first reported a position in LIT in Q1 2018 and held it in 21 quarters. The position peaked at $1.43M in Q4 2021. 281 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

  • Oppenheimer & Co reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2026 after selling out during the quarter.
  • Oppenheimer & Co sold 3,885 Global X Lithium & Battery Tech ETF shares in Q1 2026, an estimated $252K.
  • Oppenheimer & Co first reported a position in Global X Lithium & Battery Tech ETF in Q1 2018 and held it in 21 quarters.
  • Oppenheimer & Co's Global X Lithium & Battery Tech ETF position peaked at $1.43M in Q4 2021.
  • 281 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.