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

Bullock 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
-299
Closed -$12.2K – 602
2024
Q4 		$12.2K Sell
299
-5
-2% -$220 0.01% 371
2024
Q3 		$13.4K Sell
304
-158
-34% -$6.02K 0.01% 344
2024
Q2 		$18K Hold
462
– – 0.01% 310
2024
Q1 		$21.1K Buy
+462
New +$20.6K 0.01% 303

Other funds holding LIT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bullock Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2025, closing a stake of 299 shares — an estimated $12.2K sold.

Bullock Wealth Management first reported a position in LIT in Q1 2024 and held it in 4 quarters. The position peaked at $21.1K in Q1 2024. 240 funds tracked by Wall St. Rank hold LIT as of Q1 2025.

  • Bullock Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 299 Global X Lithium & Battery Tech ETF shares in Q1 2025, an estimated $12.2K.
  • Bullock Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2024 and held it in 4 quarters.
  • Bullock Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $21.1K in Q1 2024.
  • 240 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.