CIBC Private Wealth Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

CIBC Private Wealth Group’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 Q4	$64.2K	Sell	989 -33	-3%	-$2.03K	﹤0.01%	1686
2025 Q3	$58.1K	Sell	1,022 -77	-7%	-$3.54K	﹤0.01%	1725
2025 Q2	$42.2K	Sell	1,099 -100	-8%	-$3.69K	﹤0.01%	1736
2025 Q1	$38.1K	Sell	1,199 -328	-21%	-$13.4K	﹤0.01%	1731
2024 Q4	$62.1K	Sell	1,527 -188	-11%	-$8.29K	﹤0.01%	1606
2024 Q3	$74.8K	Sell	1,715 -362	-17%	-$13.8K	﹤0.01%	1617
2024 Q2	$83.2K	Sell	2,077 -98	-5%	-$4.27K	﹤0.01%	1469
2024 Q1	$99.2K	Buy	+2,175	New	+$96.9K	﹤0.01%	1405
2018 Q3	–	Sell	-1,586	Closed	-$52K	–	1383
2018 Q2	$52K	Buy	1,586 +1,300	+455%	+$43.5K	﹤0.01%	1156
2018 Q1	$9K	Sell	286 -1,281	-82%	-$46.7K	﹤0.01%	1555
2017 Q4	$61K	Buy	+1,567	New	+$61.6K	﹤0.01%	1125

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

CIBC Private Wealth Group's LIT Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 3.2% in Q4 2025, selling an estimated $2.03K and leaving 989 shares worth $64.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

CIBC Private Wealth Group first reported a position in LIT in Q4 2017 and has held it in 11 quarters since. The position peaked at $99.2K in Q1 2024. 279 funds tracked by Wall St. Rank hold LIT as of Q4 2025.

CIBC Private Wealth Group held 989 shares of Global X Lithium & Battery Tech ETF worth $64.2K as of Q4 2025.
CIBC Private Wealth Group sold 33 Global X Lithium & Battery Tech ETF shares in Q4 2025, an estimated $2.03K.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1686 holding.
CIBC Private Wealth Group first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's Global X Lithium & Battery Tech ETF position peaked at $99.2K in Q1 2024.
279 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.