BH
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Burk Holdings’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Burk Holdings’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
Q1 		$15.9K Buy
+214
New +$15.3K 0.01% 220

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Burk Holdings's LIT Position: Q1 2026 in Review

Burk Holdings opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q1 2026: 214 shares worth $15.9K. The stake represents 0.01% of the portfolio and ranks #220 among its holdings.

280 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

  • Burk Holdings held 214 shares of Global X Lithium & Battery Tech ETF worth $15.9K as of Q1 2026.
  • Global X Lithium & Battery Tech ETF was a new Burk Holdings position in Q1 2026.
  • Global X Lithium & Battery Tech ETF made up 0.01% of Burk Holdings's portfolio in Q1 2026, its #220 holding.
  • 280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.