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Concourse Financial Group Securities’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-749
Closed -$31.1K – 1202
2024
Q4 		$31.1K Sell
749
-135
-15% -$5.95K ﹤0.01% 1394
2024
Q3 		$38.5K Sell
884
-378
-30% -$14.4K ﹤0.01% 1278
2024
Q2 		$49.3K Sell
1,262
-165
-12% -$7.19K ﹤0.01% 1181
2024
Q1 		$64.6K Hold
1,427
– – ﹤0.01% 1080
2023
Q4 		$73.2K Sell
1,427
-163
-10% -$8.08K 0.01% 996
2023
Q3 		$87.7K Sell
1,590
-158
-9% -$9.65K 0.01% 898
2023
Q2 		$114K Sell
1,748
-2,386
-58% -$149K 0.01% 840
2023
Q1 		$263K Sell
4,134
-525
-11% -$33.9K 0.02% 573
2022
Q4 		$275K Sell
4,659
-24
-0.5% -$1.6K 0.02% 538
2022
Q3 		$309K Buy
4,683
+3,222
+221% +$239K 0.03% 450
2022
Q2 		$106K Buy
1,461
+22
+2% +$1.56K 0.01% 787
2022
Q1 		$111K Buy
1,439
+586
+69% +$44.8K 0.01% 826
2021
Q4 		$72K Sell
853
-29
-3% -$2.57K ﹤0.01% 1137
2021
Q3 		$72K Sell
882
-46
-5% -$3.77K ﹤0.01% 1154
2021
Q2 		$67K Buy
928
+230
+33% +$14.8K ﹤0.01% 1174
2021
Q1 		$41K Buy
698
+320
+85% +$20.9K ﹤0.01% 1291
2020
Q4 		$23K Buy
378
+168
+80% +$8.33K ﹤0.01% 1414
2020
Q3 		$8K Hold
210
– – ﹤0.01% 1653
2020
Q2 		$7K Hold
210
– – ﹤0.01% 1595
2020
Q1 		$5K Sell
210
-32
-13% -$885 ﹤0.01% 1659
2019
Q4 		$7K Buy
+242
New +$6.18K ﹤0.01% 1542
2019
Q3 		– Sell
-394
Closed -$9.77K – 1981
2019
Q2 		$10K Buy
394
+184
+88% +$4.96K ﹤0.01% 1492
2019
Q1 		$5K Hold
210
– – ﹤0.01% 1741
2018
Q4 		$5K Buy
+210
New +$6.39K ﹤0.01% 1664

Other funds holding LIT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concourse Financial Group Securities's LIT Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2025, closing a stake of 749 shares — an estimated $31.1K sold.

Concourse Financial Group Securities first reported a position in LIT in Q4 2018 and held it in 24 quarters. The position peaked at $309K in Q3 2022. 239 funds tracked by Wall St. Rank hold LIT as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 749 Global X Lithium & Battery Tech ETF shares in Q1 2025, an estimated $31.1K.
  • Concourse Financial Group Securities first reported a position in Global X Lithium & Battery Tech ETF in Q4 2018 and held it in 24 quarters.
  • Concourse Financial Group Securities's Global X Lithium & Battery Tech ETF position peaked at $309K in Q3 2022.
  • 239 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.