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

Avior 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
Q1 		– Sell
-1,634
Closed -$66.7K – 1644
2024
Q4 		$66.7K Hold
1,634
– – ﹤0.01% 1046
2024
Q3 		$71.3K Sell
1,634
-90
-5% -$3.43K ﹤0.01% 997
2024
Q2 		$66.9K Sell
1,724
-370
-18% -$16.1K ﹤0.01% 993
2024
Q1 		$94.9K Buy
2,094
+11
+0.5% +$490 ﹤0.01% 986
2023
Q4 		$106K Sell
2,083
-1,055
-34% -$52.3K 0.01% 606
2023
Q3 		$173K Buy
3,138
+5
+0.2% +$305 0.01% 552
2023
Q2 		$204K Buy
3,133
+1,248
+66% +$77.8K 0.01% 521
2023
Q1 		$120K Sell
1,885
-480
-20% -$31K 0.01% 606
2022
Q4 		$139K Hold
2,365
– – 0.01% 503
2022
Q3 		$156K Hold
2,365
– – 0.01% 480
2022
Q2 		$171K Buy
2,365
+276
+13% +$19.6K 0.02% 438
2022
Q1 		$160K Buy
2,089
+1,238
+145% +$94.7K 0.01% 453
2021
Q4 		$71K Sell
851
-71
-8% -$6.29K 0.01% 541
2021
Q3 		$75K Buy
922
+43
+5% +$3.52K 0.01% 520
2021
Q2 		$63K Hold
879
– – 0.01% 507
2021
Q1 		$51K Buy
879
+607
+223% +$39.7K 0.01% 523
2020
Q4 		$16K Buy
272
+271
+27,100% +$13.4K ﹤0.01% 645
2020
Q3 		$0 Buy
+1
New +$38 ﹤0.01% 984

Other funds holding LIT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avior Wealth Management's LIT Position: Q1 2025 in Review

Avior Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2025, closing a stake of 1,634 shares — an estimated $66.7K sold.

Avior Wealth Management first reported a position in LIT in Q3 2020 and held it in 18 quarters. The position peaked at $204K in Q2 2023. 239 funds tracked by Wall St. Rank hold LIT as of Q1 2025.

  • Avior Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,634 Global X Lithium & Battery Tech ETF shares in Q1 2025, an estimated $66.7K.
  • Avior Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2020 and held it in 18 quarters.
  • Avior Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $204K in Q2 2023.
  • 239 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.