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Cornerstone Planning Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Cornerstone Planning 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 		– Sell
-16
Closed -$1.01K – 1785
2025
Q3 		$1.01K Buy
+16
New +$736 ﹤0.01% 1306

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cornerstone Planning Group's LIT Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2025, closing a stake of 16 shares — an estimated $1.01K sold.

Cornerstone Planning Group first reported a position in LIT in Q3 2025 and held it in 1 quarter. The position peaked at $1.01K in Q3 2025. 280 funds tracked by Wall St. Rank hold LIT as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 16 Global X Lithium & Battery Tech ETF shares in Q4 2025, an estimated $1.01K.
  • Cornerstone Planning Group first reported a position in Global X Lithium & Battery Tech ETF in Q3 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Global X Lithium & Battery Tech ETF position peaked at $1.01K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.