Westside Investment Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Westside Investment Management’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	$31.3K	Hold	400	–	–	﹤0.01%	760
2026 Q1	$29.7K	Hold	400	–	–	﹤0.01%	744
2025 Q4	$25.9K	Sell	400 -200	-33%	-$12.3K	﹤0.01%	769
2025 Q3	$34.1K	Hold	600	–	–	0.01%	677
2025 Q2	$23K	Hold	600	–	–	﹤0.01%	638
2025 Q1	$23.3K	Hold	600	–	–	0.01%	535
2024 Q4	$24.5K	Hold	600	–	–	0.01%	524
2024 Q3	$26.2K	Hold	600	–	–	0.01%	520
2024 Q2	$23.3K	Buy	600 +40	+7%	+$1.74K	0.01%	518
2024 Q1	$25.4K	Hold	560	–	–	0.01%	485
2023 Q4	$28.5K	Sell	560 -70	-11%	-$3.47K	0.01%	446
2023 Q3	$34.8K	Hold	630	–	–	0.01%	393
2023 Q2	$41K	Hold	630	–	–	0.01%	382
2023 Q1	$40K	Hold	630	–	–	0.01%	385
2022 Q4	$36	Hold	630	–	–	﹤0.01%	449
2022 Q3	$41	Buy	630 +100	+19%	+$7.42K	﹤0.01%	426
2022 Q2	$38	Hold	530	–	–	﹤0.01%	435
2022 Q1	$40	Buy	530 +300	+130%	+$23K	﹤0.01%	438
2021 Q4	$19	Hold	230	–	–	﹤0.01%	510
2021 Q3	$18	Buy	+230	New	+$18.9K	﹤0.01%	500
2018 Q4	$10.8K	Buy	+400	New	+$12.2K	﹤0.01%	455
2017 Q4	–	Sell	-400	Closed	-$15.6K	–	860
2017 Q3	$15.6K	Buy	+400	New	+$13.2K	0.01%	451

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

Westside Investment Management's LIT Position: Q2 2026 in Review

Westside Investment Management held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 400 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Westside Investment Management first reported a position in LIT in Q3 2017 and has held it in 22 quarters since. The position peaked at $41K in Q2 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Westside Investment Management held 400 shares of Global X Lithium & Battery Tech ETF worth $31.3K as of Q2 2026.
Westside Investment Management 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 Westside Investment Management's portfolio in Q2 2026, its #760 holding.
Westside Investment Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2017 and has held it in 22 quarters since.
Westside Investment Management's Global X Lithium & Battery Tech ETF position peaked at $41K in Q2 2023.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.