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Creative Financial Designs’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Creative Financial Designs’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
2024
Q4 		– Sell
-400
Closed -$17.4K – 1819
2024
Q3 		$17.4K Sell
400
-154
-28% -$5.87K ﹤0.01% 1066
2024
Q2 		$21.5K Hold
554
– – ﹤0.01% 983
2024
Q1 		$25.1K Buy
554
+1
+0.2% +$45 ﹤0.01% 913
2023
Q4 		$28.2K Buy
553
+400
+261% +$19.8K ﹤0.01% 828
2023
Q3 		$8.43K Buy
153
+1
+0.7% +$61 ﹤0.01% 1070
2023
Q2 		$9.9K Sell
152
-300
-66% -$18.7K ﹤0.01% 1015
2023
Q1 		$28.7K Buy
452
+1
+0.2% +$65 ﹤0.01% 718
2022
Q4 		$26.4K Buy
451
+26
+6% +$1.74K ﹤0.01% 705
2022
Q3 		$28K Sell
425
-200
-32% -$14.9K ﹤0.01% 660
2022
Q2 		$45K Sell
625
-214
-26% -$15.2K 0.01% 570
2022
Q1 		$65K Sell
839
-70
-8% -$5.36K 0.01% 508
2021
Q4 		$77K Hold
909
– – 0.01% 489
2021
Q3 		$75K Buy
909
+24
+3% +$1.97K 0.01% 510
2021
Q2 		$64K Buy
885
+200
+29% +$12.9K 0.01% 538
2021
Q1 		$40K Buy
685
+275
+67% +$18K 0.01% 612
2020
Q4 		$25K Buy
+410
New +$20.3K 0.01% 669

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Creative Financial Designs's LIT Position: Q4 2024 in Review

Creative Financial Designs sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2024, closing a stake of 400 shares — an estimated $17.4K sold.

Creative Financial Designs first reported a position in LIT in Q4 2020 and held it in 16 quarters. The position peaked at $77K in Q4 2021. 267 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

  • Creative Financial Designs reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Creative Financial Designs sold 400 Global X Lithium & Battery Tech ETF shares in Q4 2024, an estimated $17.4K.
  • Creative Financial Designs first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 16 quarters.
  • Creative Financial Designs's Global X Lithium & Battery Tech ETF position peaked at $77K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on Creative Financial Designs's 13F filing for Q4 2024, filed 10 Feb 2025.