SAI
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Savvy Advisors Inc’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Savvy Advisors Inc’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 		– Sell
-3,427
Closed -$255K – 1306
2026
Q1 		$255K Buy
+3,427
New +$245K 0.01% 949

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Bank of America
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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

Savvy Advisors Inc's LIT Position: Q2 2026 in Review

Savvy Advisors Inc sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2026, closing a stake of 3,427 shares — an estimated $255K sold.

Savvy Advisors Inc first reported a position in LIT in Q1 2026 and held it in 1 quarter. The position peaked at $255K in Q1 2026. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Savvy Advisors Inc reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Savvy Advisors Inc sold 3,427 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $255K.
  • Savvy Advisors Inc first reported a position in Global X Lithium & Battery Tech ETF in Q1 2026 and held it in 1 quarter.
  • Savvy Advisors Inc's Global X Lithium & Battery Tech ETF position peaked at $255K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.