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Valley National Advisers’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Valley National Advisers’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 		$17.4K Hold
222
– – ﹤0.01% 539
2026
Q1 		$16K Sell
222
-61
-22% -$4.37K ﹤0.01% 534
2025
Q4 		$18K Hold
283
– – ﹤0.01% 518
2025
Q3 		$16K Hold
283
– – ﹤0.01% 496
2025
Q2 		$10K Hold
283
– – ﹤0.01% 558
2025
Q1 		$10K Hold
283
– – ﹤0.01% 566
2024
Q4 		$11K Sell
283
-68
-19% -$3K ﹤0.01% 525
2024
Q3 		$15K Sell
351
-75
-18% -$2.86K ﹤0.01% 475
2024
Q2 		$16K Sell
426
-505
-54% -$22K ﹤0.01% 538
2024
Q1 		$42K Sell
931
-1,491
-62% -$66.4K 0.01% 431
2023
Q4 		$123K Sell
2,422
-1,613
-40% -$80K 0.02% 284
2023
Q3 		$223K Sell
4,035
-9
-0.2% -$550 0.04% 230
2023
Q2 		$263K Sell
4,044
-3
-0.1% -$187 0.04% 222
2023
Q1 		$245K Sell
4,047
-772
-16% -$49.8K 0.04% 226
2022
Q4 		$305K Sell
4,819
-1,480
-23% -$98.9K 0.05% 214
2022
Q3 		$419K Sell
6,299
-73
-1% -$5.42K 0.09% 180
2022
Q2 		$479K Sell
6,372
-21
-0.3% -$1.49K 0.1% 161
2022
Q1 		$492K Sell
6,393
-231
-3% -$17.7K 0.09% 165
2021
Q4 		$559K Buy
6,624
+508
+8% +$45K 0.1% 155
2021
Q3 		$501K Buy
6,116
+95
+2% +$7.79K 0.09% 156
2021
Q2 		$436K Buy
6,021
+802
+15% +$51.6K 0.08% 164
2021
Q1 		$305K Buy
5,219
+1,328
+34% +$86.8K 0.06% 181
2020
Q4 		$241K Buy
3,891
+3,867
+16,113% +$192K 0.05% 185
2020
Q3 		$1K Sell
24
-1
-4% -$38 ﹤0.01% 714
2020
Q2 		$1K Sell
25
-25
-50% -$673 ﹤0.01% 721
2020
Q1 		$1K Buy
+50
New +$1.38K ﹤0.01% 705
2019
Q1 		– Sell
-50
Closed -$1K – 784
2018
Q4 		$1K Hold
50
– – ﹤0.01% 726
2018
Q3 		$2K Hold
50
– – ﹤0.01% 596
2018
Q2 		$2K Hold
50
– – ﹤0.01% 569
2018
Q1 		$2K Sell
50
-50
-50% -$1.82K ﹤0.01% 548
2017
Q4 		$4K Buy
+100
New +$3.93K ﹤0.01% 502

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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

Valley National Advisers's LIT Position: Q2 2026 in Review

Valley National Advisers held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 222 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Valley National Advisers first reported a position in LIT in Q4 2017 and has held it in 31 quarters since. The position peaked at $559K in Q4 2021. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Valley National Advisers held 222 shares of Global X Lithium & Battery Tech ETF worth $17.4K as of Q2 2026.
  • Valley National Advisers 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 Valley National Advisers's portfolio in Q2 2026, its #539 holding.
  • Valley National Advisers first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and has held it in 31 quarters since.
  • Valley National Advisers's Global X Lithium & Battery Tech ETF position peaked at $559K in Q4 2021.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.