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Compass Financial Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Compass Financial Services’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
-24
Closed -$908 – 341
2025
Q2 		$908 Hold
24
– – ﹤0.01% 285
2025
Q1 		$918 Hold
24
– – ﹤0.01% 277
2024
Q4 		$962 Buy
+24
New +$1.06K ﹤0.01% 189

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SPIA
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PNC Financial Services Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Compass Financial Services's LIT Position: Q3 2025 in Review

Compass Financial Services sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2025, closing a stake of 24 shares — an estimated $908 sold.

Compass Financial Services first reported a position in LIT in Q4 2024 and held it in 3 quarters. The position peaked at $962 in Q4 2024. 249 funds tracked by Wall St. Rank hold LIT as of Q3 2025.

  • Compass Financial Services reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2025 after selling out during the quarter.
  • Compass Financial Services sold 24 Global X Lithium & Battery Tech ETF shares in Q3 2025, an estimated $908.
  • Compass Financial Services first reported a position in Global X Lithium & Battery Tech ETF in Q4 2024 and held it in 3 quarters.
  • Compass Financial Services's Global X Lithium & Battery Tech ETF position peaked at $962 in Q4 2024.
  • 249 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2025.

Based on Compass Financial Services's 13F filing for Q3 2025, filed 4 Nov 2025.