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Steward Partners Investment Advisory’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$26.2M Buy
353,053
+15,693
+5% +$1.12M 0.13% 136
2025
Q4 		$21.9M Sell
337,360
-86,142
-20% -$5.31M 0.12% 151
2025
Q3 		$24.1M Buy
423,502
+408,545
+2,731% +$18.8M 0.14% 132
2025
Q2 		$574K Buy
14,957
+8,412
+129% +$311K ﹤0.01% 1235
2025
Q1 		$254K Sell
6,545
-1,670
-20% -$68.5K ﹤0.01% 1534
2024
Q4 		$335K Sell
8,215
-961
-10% -$42.4K ﹤0.01% 1344
2024
Q3 		$400K Sell
9,176
-932
-9% -$35.5K ﹤0.01% 1202
2024
Q2 		$392K Sell
10,108
-11,033
-52% -$481K ﹤0.01% 1171
2024
Q1 		$957K Sell
21,141
-10,245
-33% -$456K 0.01% 808
2023
Q4 		$1.6M Sell
31,386
-4,045
-11% -$201K 0.02% 568
2023
Q3 		$1.95M Sell
35,431
-15,930
-31% -$973K 0.03% 478
2023
Q2 		$3.34M Buy
51,361
+25,804
+101% +$1.61M 0.05% 346
2023
Q1 		$1.62M Buy
25,557
+1,426
+6% +$92K 0.03% 527
2022
Q4 		$1.41M Buy
24,131
+2,501
+12% +$167K 0.02% 547
2022
Q3 		$1.43M Sell
21,630
-1,291
-6% -$95.9K 0.03% 528
2022
Q2 		$1.67M Sell
22,921
-9,945
-30% -$707K 0.03% 487
2022
Q1 		$2.53M Buy
32,866
+655
+2% +$50.1K 0.04% 407
2021
Q4 		$2.72M Sell
32,211
-299
-0.9% -$26.5K 0.04% 404
2021
Q3 		$2.67M Buy
32,510
+3,710
+13% +$304K 0.05% 385
2021
Q2 		$2.09M Buy
28,800
+5,286
+22% +$340K 0.04% 438
2021
Q1 		$1.37M Buy
23,514
+20,101
+589% +$1.31M 0.02% 538
2020
Q4 		$211K Buy
3,413
+1,315
+63% +$65.2K ﹤0.01% 1051
2020
Q3 		$84K Buy
2,098
+6
+0.3% +$226 ﹤0.01% 1284
2020
Q2 		$66K Buy
2,092
+1
+0% +$27 ﹤0.01% 1304
2020
Q1 		$45K Sell
2,091
-438
-17% -$12.1K ﹤0.01% 1304
2019
Q4 		$69K Sell
2,529
-189
-7% -$4.83K ﹤0.01% 1268
2019
Q3 		$66K Buy
2,718
+11
+0.4% +$273 ﹤0.01% 1242
2019
Q2 		$70K Buy
+2,707
New +$72.9K ﹤0.01% 1202
2018
Q4 		– Sell
-800
Closed -$26K – 1546
2018
Q3 		$26K Buy
+800
New +$25.9K ﹤0.01% 1444
2018
Q2 		– Sell
-100
Closed -$3K – 2504
2018
Q1 		$3K Hold
100
– – ﹤0.01% 1923
2017
Q4 		$3K Buy
+100
New +$3.93K ﹤0.01% 1634

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Steward Partners Investment Advisory's LIT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Global X Lithium & Battery Tech ETF (LIT) stake by 4.7% in Q1 2026, buying an estimated $1.12M and bringing the position to 353,053 shares worth $26.2M. The position accounts for 0.13% of the portfolio, ranked #136.

Steward Partners Investment Advisory first reported a position in LIT in Q4 2017 and has held it in 31 quarters since. 280 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

  • Steward Partners Investment Advisory held 353,053 shares of Global X Lithium & Battery Tech ETF worth $26.2M as of Q1 2026.
  • Steward Partners Investment Advisory bought 15,693 Global X Lithium & Battery Tech ETF shares in Q1 2026, an estimated $1.12M.
  • Global X Lithium & Battery Tech ETF made up 0.13% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #136 holding.
  • Steward Partners Investment Advisory first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and has held it in 31 quarters since.
  • 280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.