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

Cherry Tree 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
2026 Q1	$5.8K	Sell	78 -55	-41%	-$3.94K	﹤0.01%	475
2025 Q4	$8.63K	Hold	133	–	–	﹤0.01%	439
2025 Q3	$7.56K	Hold	133	–	–	﹤0.01%	439
2025 Q2	$5.11K	Buy	133 +3	+2%	+$111	﹤0.01%	474
2025 Q1	$5.04K	Buy	130 +18	+16%	+$738	﹤0.01%	527
2024 Q4	$4.57K	Hold	112	–	–	﹤0.01%	484
2024 Q3	$4.88K	Hold	112	–	–	﹤0.01%	484
2024 Q2	$4.35K	Hold	112	–	–	﹤0.01%	472
2024 Q1	$5.07K	Buy	112 +6	+6%	+$267	﹤0.01%	438
2023 Q4	$5.4K	Buy	106 +11	+12%	+$545	﹤0.01%	424
2023 Q3	$5.24K	Buy	95 +15	+19%	+$916	﹤0.01%	398
2023 Q2	$5.2K	Buy	+80	New	+$4.99K	﹤0.01%	394

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cherry Tree Wealth Management's LIT Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 41% in Q1 2026, selling an estimated $3.94K and leaving 78 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Cherry Tree Wealth Management first reported a position in LIT in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.63K in Q4 2025. 281 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

Cherry Tree Wealth Management held 78 shares of Global X Lithium & Battery Tech ETF worth $5.8K as of Q1 2026.
Cherry Tree Wealth Management sold 55 Global X Lithium & Battery Tech ETF shares in Q1 2026, an estimated $3.94K.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #475 holding.
Cherry Tree Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $8.63K in Q4 2025.
281 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.