Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Wealthspire Advisors (New York)’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 		$601K Hold
7,680
– – ﹤0.01% 733
2026
Q1 		$571K Sell
7,680
-85
-1% -$6.08K ﹤0.01% 538
2025
Q4 		$504K Buy
7,765
+168
+2% +$10.4K ﹤0.01% 599
2025
Q3 		$432K Buy
+7,597
New +$349K ﹤0.01% 569
2024
Q1 		– Sell
-5,673
Closed -$289K – 659
2023
Q4 		$289K Buy
5,673
+100
+2% +$4.96K ﹤0.01% 533
2023
Q3 		$307K Sell
5,573
-792
-12% -$48.4K 0.01% 480
2023
Q2 		$414K Sell
6,365
-3
-0% -$187 0.01% 401
2023
Q1 		$405K Buy
6,368
+20
+0.3% +$1.29K 0.01% 388
2022
Q4 		$372K Sell
6,348
-140
-2% -$9.36K 0.01% 417
2022
Q3 		$429K Buy
6,488
+346
+6% +$25.7K 0.01% 365
2022
Q2 		$446K Sell
6,142
-309
-5% -$22K 0.01% 334
2022
Q1 		$497K Buy
6,451
+1,366
+27% +$105K 0.01% 274
2021
Q4 		$429K Sell
5,085
-257
-5% -$22.8K 0.01% 350
2021
Q3 		$438K Buy
5,342
+462
+9% +$37.9K 0.01% 381
2021
Q2 		$354K Buy
4,880
+374
+8% +$24.1K 0.01% 270
2021
Q1 		$263K Buy
4,506
+737
+20% +$48.2K 0.01% 593
2020
Q4 		$233K Buy
+3,769
New +$187K 0.01% 518

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
BW Gestao de Investimentos
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 $467M AUM 13.43% 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
Steward Partners Investment Advisory
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

Wealthspire Advisors (New York)'s LIT Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 7,680 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Wealthspire Advisors (New York) first reported a position in LIT in Q4 2020 and has held it in 17 quarters since. 295 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Wealthspire Advisors (New York) held 7,680 shares of Global X Lithium & Battery Tech ETF worth $601K as of Q2 2026.
  • Wealthspire Advisors (New York) 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 Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #733 holding.
  • Wealthspire Advisors (New York) first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and has held it in 17 quarters since.
  • 295 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.