Tidemark’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Tidemark’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	$5.83K	Buy	75 +12	+19%	+$993	﹤0.01%	578
2026 Q1	$4.65K	Hold	63	–	–	﹤0.01%	561
2025 Q4	$4.05K	Hold	63	–	–	﹤0.01%	525
2025 Q3	$3.55K	Hold	63	–	–	﹤0.01%	556
2025 Q2	$2.4K	Hold	63	–	–	﹤0.01%	590
2025 Q1	$2.42K	Sell	63 -80	-56%	-$3.28K	﹤0.01%	604
2024 Q4	$5.83K	Sell	143 -709	-83%	-$31.3K	﹤0.01%	493
2024 Q3	$37.2K	Buy	852 +2	+0.2%	+$76	0.02%	270
2024 Q2	$33K	Hold	850	–	–	0.02%	269
2024 Q1	$38.5K	Buy	850 +2	+0.2%	+$89	0.02%	268
2023 Q4	$43.2K	Buy	+848	New	+$42K	0.03%	241

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

Tidemark's LIT Position: Q2 2026 in Review

Tidemark increased its Global X Lithium & Battery Tech ETF (LIT) stake by 19% in Q2 2026, buying an estimated $993 and bringing the position to 75 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Tidemark first reported a position in LIT in Q4 2023 and has held it in 11 quarters since. The position peaked at $43.2K in Q4 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Tidemark held 75 shares of Global X Lithium & Battery Tech ETF worth $5.83K as of Q2 2026.
Tidemark bought 12 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $993.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #578 holding.
Tidemark first reported a position in Global X Lithium & Battery Tech ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's Global X Lithium & Battery Tech ETF position peaked at $43.2K in Q4 2023.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.