Pathstone Holdings’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Pathstone Holdings’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	$220K	Buy	+2,814	New	+$233K	﹤0.01%	2199
2024 Q4	–	Sell	-4,870	Closed	-$212K	–	2359
2024 Q3	$212K	Sell	4,870 -623	-11%	-$23.7K	﹤0.01%	2145
2024 Q2	$213K	Buy	+5,493	New	+$239K	﹤0.01%	2112
2024 Q1	–	Sell	-6,299	Closed	-$321K	–	2330
2023 Q4	$321K	Buy	+6,299	New	+$312K	﹤0.01%	1781

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

Pathstone Holdings's LIT Position: Q2 2026 in Review

Pathstone Holdings opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q2 2026: 2,814 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #2199 among its holdings. This is a return to the name: Pathstone Holdings previously reported a position in LIT as recently as Q3 2024.

Pathstone Holdings first reported a position in LIT in Q4 2023 and has held it in 4 quarters since. The position peaked at $321K in Q4 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Pathstone Holdings held 2,814 shares of Global X Lithium & Battery Tech ETF worth $220K as of Q2 2026.
Global X Lithium & Battery Tech ETF was a new Pathstone Holdings position in Q2 2026.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2199 holding.
Pathstone Holdings first reported a position in Global X Lithium & Battery Tech ETF in Q4 2023 and has held it in 4 quarters since.
Pathstone Holdings's Global X Lithium & Battery Tech ETF position peaked at $321K in Q4 2023.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.