Choate Investment Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Choate Investment Advisors’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 Q3	–	Sell	-97	Closed	-$3.73K	–	462
2025 Q2	$3.73K	Buy	+97	New	+$3.58K	﹤0.01%	471
2023 Q4	–	Sell	-784	Closed	-$43.3K	–	426
2023 Q3	$43.3K	Hold	784	–	–	﹤0.01%	406
2023 Q2	$51K	Hold	784	–	–	﹤0.01%	322
2023 Q1	$49.8K	Hold	784	–	–	﹤0.01%	298
2022 Q4	$46K	Hold	784	–	–	﹤0.01%	306
2022 Q3	$52K	Hold	784	–	–	﹤0.01%	269
2022 Q2	$57K	Hold	784	–	–	﹤0.01%	286
2022 Q1	$60K	Buy	784 +590	+304%	+$45.1K	﹤0.01%	324
2021 Q4	$16K	Hold	194	–	–	﹤0.01%	331
2021 Q3	$16K	Hold	194	–	–	﹤0.01%	296
2021 Q2	$14K	Buy	+194	New	+$12.5K	﹤0.01%	316

Other funds holding LIT

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Choate Investment Advisors's LIT Position: Q3 2025 in Review

Choate Investment Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2025, closing a stake of 97 shares — an estimated $3.73K sold.

Choate Investment Advisors first reported a position in LIT in Q2 2021 and held it in 11 quarters. The position peaked at $60K in Q1 2022. 249 funds tracked by Wall St. Rank hold LIT as of Q3 2025.

Choate Investment Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 97 Global X Lithium & Battery Tech ETF shares in Q3 2025, an estimated $3.73K.
Choate Investment Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and held it in 11 quarters.
Choate Investment Advisors's Global X Lithium & Battery Tech ETF position peaked at $60K in Q1 2022.
249 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.