Private Trust Company’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Private Trust Company’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	$76.2K	Sell	973 -13	-1%	-$1.08K	0.01%	1182
2026 Q1	$73.3K	Sell	986 -833	-46%	-$59.6K	0.01%	1143
2025 Q4	$118K	Buy	1,819 +904	+99%	+$55.7K	0.01%	965
2025 Q3	$52K	Buy	+915	New	+$42.1K	﹤0.01%	1247
2025 Q2	–	Sell	-44	Closed	-$1.71K	–	2534
2025 Q1	$1.71K	Buy	+44	New	+$1.8K	﹤0.01%	2286
2024 Q3	–	Sell	-86	Closed	-$3.34K	–	2330
2024 Q2	$3.34K	Buy	86 +3	+4%	+$131	﹤0.01%	2059
2024 Q1	$3.76K	Buy	+83	New	+$3.7K	﹤0.01%	2006
2023 Q4	–	Sell	-327	Closed	-$18K	–	2378
2023 Q3	$18K	Buy	327 +37	+13%	+$2.26K	﹤0.01%	1391
2023 Q2	$18.9K	Sell	290 -3	-1%	-$187	﹤0.01%	1388
2023 Q1	$18.6K	Sell	293 -463	-61%	-$29.9K	﹤0.01%	1361
2022 Q4	$44K	Hold	756	–	–	0.01%	1001
2022 Q3	$50K	Buy	756 +500	+195%	+$37.1K	0.01%	883
2022 Q2	$19K	Buy	+256	New	+$18.2K	﹤0.01%	1257

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

Private Trust Company's LIT Position: Q2 2026 in Review

Private Trust Company reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 1.3% in Q2 2026, selling an estimated $1.08K and leaving 973 shares worth $76.2K. The position accounts for 0.01% of the portfolio, ranked #1182.

Private Trust Company first reported a position in LIT in Q2 2022 and has held it in 13 quarters since. The position peaked at $118K in Q4 2025. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Private Trust Company held 973 shares of Global X Lithium & Battery Tech ETF worth $76.2K as of Q2 2026.
Private Trust Company sold 13 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $1.08K.
Global X Lithium & Battery Tech ETF made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1182 holding.
Private Trust Company first reported a position in Global X Lithium & Battery Tech ETF in Q2 2022 and has held it in 13 quarters since.
Private Trust Company's Global X Lithium & Battery Tech ETF position peaked at $118K in Q4 2025.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.