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Cerity Partners’s
Global X Lithium & Battery Tech ETF
LIT
Stock Holding History
Cerity Partners’s Portfolio
LIT Stock Details
LIT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$442K
Sell
5,938
-363
-6%
-$26K
﹤0.01%
2362
2025
Q4
$409K
Buy
+6,301
New
+$388K
﹤0.01%
2229
2024
Q1
–
Sell
-4,624
Closed
-$236K
–
2325
2023
Q4
$236K
Sell
4,624
-99
-2%
-$4.91K
﹤0.01%
1647
2023
Q3
$261K
Sell
4,723
-51,824
-92%
-$3.17M
﹤0.01%
1196
2023
Q2
$3.68M
Buy
56,547
+51,348
+988%
+$3.2M
0.01%
573
2023
Q1
$330K
Sell
5,199
-2,298
-31%
-$148K
﹤0.01%
1487
2022
Q4
$439K
Buy
7,497
+3,638
+94%
+$243K
﹤0.01%
994
2022
Q3
$255K
Sell
3,859
-527
-12%
-$39.1K
﹤0.01%
962
2022
Q2
$318K
Buy
4,386
+887
+25%
+$63.1K
﹤0.01%
886
2022
Q1
$269K
Buy
3,499
+1,002
+40%
+$76.7K
﹤0.01%
767
2021
Q4
$211K
Buy
+2,497
New
+$221K
﹤0.01%
915
Other funds holding LIT
LPL Financial
San Diego, California
$376B 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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B 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
$2.25B AUM
27.43%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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