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AllSquare Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

AllSquare Wealth 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
2025
Q3 		$48.3K Hold
850
– – 0.03% 237
2025
Q2 		$32.6K Hold
850
– – 0.02% 265
2025
Q1 		$33K Hold
850
– – 0.02% 257
2024
Q4 		$34.7K Hold
850
– – 0.02% 248
2024
Q3 		$37.1K Sell
850
-300
-26% -$11.4K 0.02% 239
2024
Q2 		$44.6K Hold
1,150
– – 0.03% 215
2024
Q1 		$52.1K Sell
1,150
-300
-21% -$13.4K 0.03% 211
2023
Q4 		$73.9K Sell
1,450
-694
-32% -$34.4K 0.05% 172
2023
Q3 		$118K Sell
2,144
-600
-22% -$36.7K 0.08% 127
2023
Q2 		$169K Hold
2,744
– – 0.11% 103
2023
Q1 		$174K Hold
2,744
– – 0.11% 101
2022
Q4 		$161K Hold
2,744
– – 0.11% 104
2022
Q3 		$181K Hold
2,744
– – 0.13% 88
2022
Q2 		$199K Hold
2,744
– – 0.14% 91
2022
Q1 		$211K Hold
2,744
– – 0.13% 94
2021
Q4 		$232K Hold
2,744
– – 0.14% 90
2021
Q3 		$225K Hold
2,744
– – 0.13% 86
2021
Q2 		$199K Sell
2,744
-125
-4% -$8.04K 0.12% 97
2021
Q1 		$168K Buy
+2,869
New +$187K 0.1% 105
2018
Q3 		– Sell
-100
Closed -$3K – 493
2018
Q2 		$3K Hold
100
– – ﹤0.01% 428
2018
Q1 		$3K Hold
100
– – ﹤0.01% 350
2017
Q4 		$4K Buy
+100
New +$3.93K ﹤0.01% 337

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllSquare Wealth Management's LIT Position: Q3 2025 in Review

AllSquare Wealth Management held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q3 2025 at 850 shares worth $48.3K. The position accounts for 0.03% of the portfolio, ranked #237.

AllSquare Wealth Management first reported a position in LIT in Q4 2017 and has held it in 22 quarters since. The position peaked at $232K in Q4 2021. 249 funds tracked by Wall St. Rank hold LIT as of Q3 2025.

  • AllSquare Wealth Management held 850 shares of Global X Lithium & Battery Tech ETF worth $48.3K as of Q3 2025.
  • AllSquare Wealth Management left its Global X Lithium & Battery Tech ETF share count unchanged in Q3 2025.
  • Global X Lithium & Battery Tech ETF made up 0.03% of AllSquare Wealth Management's portfolio in Q3 2025, its #237 holding.
  • AllSquare Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and has held it in 22 quarters since.
  • AllSquare Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $232K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.