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Private Advisor Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Private Advisor Group’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 		$946K Sell
12,088
-218
-2% -$18K ﹤0.01% 1413
2026
Q1 		$915K Sell
12,306
-13,057
-51% -$935K ﹤0.01% 1483
2025
Q4 		$1.65M Buy
25,363
+9,912
+64% +$611K 0.01% 1127
2025
Q3 		$878K Buy
15,451
+4,550
+42% +$209K ﹤0.01% 1436
2025
Q2 		$419K Sell
10,901
-699
-6% -$25.8K ﹤0.01% 1777
2025
Q1 		$450K Sell
11,600
-811
-7% -$33.3K ﹤0.01% 1656
2024
Q4 		$506K Sell
12,411
-1,483
-11% -$65.4K ﹤0.01% 1566
2024
Q3 		$606K Sell
13,894
-77,791
-85% -$2.96M ﹤0.01% 1510
2024
Q2 		$3.56M Buy
91,685
+649
+0.7% +$28.3K 0.02% 607
2024
Q1 		$4.12M Sell
91,036
-28,902
-24% -$1.29M 0.03% 521
2023
Q4 		$6.11M Sell
119,938
-15,466
-11% -$767K 0.05% 360
2023
Q3 		$7.47M Buy
135,404
+8,450
+7% +$516K 0.07% 280
2023
Q2 		$8.25M Buy
126,954
+1,119
+0.9% +$69.7K 0.07% 255
2023
Q1 		$8M Sell
125,835
-29,876
-19% -$1.93M 0.08% 254
2022
Q4 		$246K Buy
155,711
+18,619
+14% +$1.24M 0.01% 823
2022
Q3 		$9.06M Buy
137,092
+7,542
+6% +$560K 0.1% 209
2022
Q2 		$9.41M Sell
129,550
-32,254
-20% -$2.29M 0.08% 229
2022
Q1 		$12.5M Buy
161,804
+14,427
+10% +$1.1M 0.1% 205
2021
Q4 		$12.4M Buy
147,377
+11,647
+9% +$1.03M 0.09% 218
2021
Q3 		$11.1M Buy
135,730
+29,989
+28% +$2.46M 0.07% 281
2021
Q2 		$7.66M Buy
105,741
+1,377
+1% +$88.6K 0.07% 292
2021
Q1 		$6.1M Buy
104,364
+99,303
+1,962% +$6.49M 0.06% 324
2020
Q4 		$313K Buy
+5,061
New +$251K ﹤0.01% 1439
2020
Q3 		– Sell
-925
Closed -$29K – 2631
2020
Q2 		$29K Buy
+925
New +$24.9K ﹤0.01% 2372
2018
Q4 		– Sell
-9,763
Closed -$322K – 1486
2018
Q3 		$322K Buy
+9,763
New +$316K 0.01% 1190
2014
Q4 		– Sell
-476
Closed -$12K – 1173
2014
Q3 		$12K Buy
+476
New +$12.9K ﹤0.01% 1175

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

Private Advisor Group's LIT Position: Q2 2026 in Review

Private Advisor Group reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 1.8% in Q2 2026, selling an estimated $18K and leaving 12,088 shares worth $946K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Private Advisor Group first reported a position in LIT in Q3 2014 and has held it in 26 quarters since. The position peaked at $12.5M in Q1 2022. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Private Advisor Group held 12,088 shares of Global X Lithium & Battery Tech ETF worth $946K as of Q2 2026.
  • Private Advisor Group sold 218 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $18K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1413 holding.
  • Private Advisor Group first reported a position in Global X Lithium & Battery Tech ETF in Q3 2014 and has held it in 26 quarters since.
  • Private Advisor Group's Global X Lithium & Battery Tech ETF position peaked at $12.5M in Q1 2022.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.