Arrowroot Family Office’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Arrowroot Family Office’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	–	Sell	-9,441	Closed	-$363K	–	147
2025 Q2	$363K	Buy	+9,441	New	+$349K	0.16%	99
2024 Q4	$1.13M	Buy	27,805 +6,075	+28%	+$268K	0.59%	46
2024 Q3	$947K	Buy	21,730 +8,770	+68%	+$334K	0.55%	46
2024 Q2	$503K	Sell	12,960 -160	-1%	-$6.98K	0.32%	71
2024 Q1	$594K	Buy	13,120 +194	+2%	+$8.64K	0.38%	67
2023 Q4	$658K	Sell	12,926 -2,335	-15%	-$116K	0.47%	55
2023 Q3	$842K	Sell	15,261 -821	-5%	-$50.2K	0.66%	45
2023 Q2	$1.05M	Buy	16,082 +6,932	+76%	+$432K	0.79%	42
2023 Q1	$581K	Buy	+9,150	New	+$590K	0.5%	55

Other funds holding LIT

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arrowroot Family Office's LIT Position: Q3 2025 in Review

Arrowroot Family Office sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2025, closing a stake of 9,441 shares — an estimated $363K sold.

Arrowroot Family Office first reported a position in LIT in Q1 2023 and held it in 9 quarters. The position peaked at $1.13M in Q4 2024. 249 funds tracked by Wall St. Rank hold LIT as of Q3 2025.

Arrowroot Family Office reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2025 after selling out during the quarter.
Arrowroot Family Office sold 9,441 Global X Lithium & Battery Tech ETF shares in Q3 2025, an estimated $363K.
Arrowroot Family Office first reported a position in Global X Lithium & Battery Tech ETF in Q1 2023 and held it in 9 quarters.
Arrowroot Family Office's Global X Lithium & Battery Tech ETF position peaked at $1.13M in Q4 2024.
249 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2025.

Based on Arrowroot Family Office's 13F filing for Q3 2025, filed 12 Nov 2025.