Concord Wealth Partners’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Concord Wealth Partners’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	–	Sell	-105	Closed	-$6.81K	–	535
2025 Q4	$6.81K	Hold	105	–	–	﹤0.01%	581
2025 Q3	$5.97K	Hold	105	–	–	﹤0.01%	592
2025 Q2	$4.03K	Hold	105	–	–	﹤0.01%	660
2025 Q1	$4.07K	Buy	+105	New	+$4.3K	﹤0.01%	612
2024 Q1	–	Sell	-130	Closed	-$6.62K	–	884
2023 Q4	$6.62K	Sell	130 -147	-53%	-$7.29K	﹤0.01%	608
2023 Q3	$15.3K	Sell	277 -80	-22%	-$4.89K	﹤0.01%	550
2023 Q2	$23.2K	Hold	357	–	–	0.01%	485
2023 Q1	$22.7K	Hold	357	–	–	0.01%	468
2022 Q4	$20.9K	Buy	+357	New	+$23.9K	0.01%	520
2022 Q3	–	Sell	-357	Closed	-$26K	–	700
2022 Q2	$26K	Hold	357	–	–	0.01%	486
2022 Q1	$27K	Buy	357 +7	+2%	+$536	0.01%	569
2021 Q4	$30K	Buy	+350	New	+$31K	0.01%	558

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 $467M AUM 13.43% 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

Concord Wealth Partners's LIT Position: Q1 2026 in Review

Concord Wealth Partners sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2026, closing a stake of 105 shares — an estimated $6.81K sold.

Concord Wealth Partners first reported a position in LIT in Q4 2021 and held it in 12 quarters. The position peaked at $30K in Q4 2021. 281 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

Concord Wealth Partners reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 105 Global X Lithium & Battery Tech ETF shares in Q1 2026, an estimated $6.81K.
Concord Wealth Partners first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 12 quarters.
Concord Wealth Partners's Global X Lithium & Battery Tech ETF position peaked at $30K in Q4 2021.
281 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.