Coppell Advisory Solutions’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Coppell Advisory Solutions’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	-2	Closed	-$83	–	1181
2024 Q4	$83	Sell	2 -21	-91%	-$926	﹤0.01%	1907
2024 Q3	$978	Sell	23 -30	-57%	-$1.14K	﹤0.01%	1579
2024 Q2	$2.06K	Buy	+53	New	+$2.31K	﹤0.01%	1376
2023 Q4	$7.9K	Buy	+155	New	+$7.68K	﹤0.01%	994
2023 Q3	–	Sell	-204	Closed	-$13K	–	1401
2023 Q2	$13K	Buy	+204	New	+$12.7K	﹤0.01%	634

Other funds holding LIT

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coppell Advisory Solutions's LIT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2025, closing a stake of 2 shares — an estimated $83 sold.

Coppell Advisory Solutions first reported a position in LIT in Q2 2023 and held it in 5 quarters. The position peaked at $13K in Q2 2023. 239 funds tracked by Wall St. Rank hold LIT as of Q1 2025.

Coppell Advisory Solutions reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 2 Global X Lithium & Battery Tech ETF shares in Q1 2025, an estimated $83.
Coppell Advisory Solutions first reported a position in Global X Lithium & Battery Tech ETF in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's Global X Lithium & Battery Tech ETF position peaked at $13K in Q2 2023.
239 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.