Richard W. Paul & Associates’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Richard W. Paul & Associates’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	$5.95K	Hold	76	–	–	﹤0.01%	249
2026 Q1	$5.65K	Hold	76	–	–	﹤0.01%	234
2025 Q4	$4.93K	Buy	76 +43	+130%	+$2.65K	﹤0.01%	235
2025 Q3	$1.88K	Sell	33 -35	-51%	-$1.61K	﹤0.01%	284
2025 Q2	$2.61K	Buy	68 +23	+51%	+$849	﹤0.01%	288
2025 Q1	$1.75K	Sell	45 -155	-78%	-$6.36K	﹤0.01%	295
2024 Q4	$8.16K	Sell	200 -8	-4%	-$353	﹤0.01%	322
2024 Q3	$9.07K	Hold	208	–	–	﹤0.01%	317
2024 Q2	$8.07K	Sell	208 -29	-12%	-$1.26K	﹤0.01%	319
2024 Q1	$10.8K	Sell	237 -61	-20%	-$2.72K	﹤0.01%	312
2023 Q4	$15.2K	Buy	298 +7	+2%	+$347	0.01%	275
2023 Q3	$16.1K	Sell	291 -5	-2%	-$305	0.01%	262
2023 Q2	$19.3K	Buy	296 +4	+1%	+$249	0.01%	271
2023 Q1	$18.6K	Sell	292 -1	-0.3%	-$65	0.01%	276
2022 Q4	$17.2K	Buy	+293	New	+$19.6K	0.01%	278

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

Richard W. Paul & Associates's LIT Position: Q2 2026 in Review

Richard W. Paul & Associates held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 76 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Richard W. Paul & Associates first reported a position in LIT in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.3K in Q2 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Richard W. Paul & Associates held 76 shares of Global X Lithium & Battery Tech ETF worth $5.95K as of Q2 2026.
Richard W. Paul & Associates left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #249 holding.
Richard W. Paul & Associates first reported a position in Global X Lithium & Battery Tech ETF in Q4 2022 and has held it in 15 quarters since.
Richard W. Paul & Associates's Global X Lithium & Battery Tech ETF position peaked at $19.3K in Q2 2023.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.