CT
LIT icon

Caldwell Trust’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Caldwell Trust’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
2020
Q2 		– Sell
-500
Closed -$10.9K – 781
2020
Q1 		$10.9K Hold
500
– – ﹤0.01% 621
2019
Q4 		$13.7K Buy
+500
New +$12.8K ﹤0.01% 642

Other funds holding LIT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

Caldwell Trust's LIT Position: Q2 2020 in Review

Caldwell Trust sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2020, closing a stake of 500 shares — an estimated $10.9K sold.

Caldwell Trust first reported a position in LIT in Q4 2019 and held it in 2 quarters. The position peaked at $13.7K in Q4 2019. 103 funds tracked by Wall St. Rank hold LIT as of Q2 2020.

  • Caldwell Trust reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2020 after selling out during the quarter.
  • Caldwell Trust sold 500 Global X Lithium & Battery Tech ETF shares in Q2 2020, an estimated $10.9K.
  • Caldwell Trust first reported a position in Global X Lithium & Battery Tech ETF in Q4 2019 and held it in 2 quarters.
  • Caldwell Trust's Global X Lithium & Battery Tech ETF position peaked at $13.7K in Q4 2019.
  • 103 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2020.

Based on Caldwell Trust's 13F filing for Q2 2020, filed 2 Oct 2025.