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EPG Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

EPG Wealth Management’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
-895
Closed -$36.5K – 430
2024
Q4 		$36.5K Hold
895
– – 0.01% 313
2024
Q3 		$39K Buy
+895
New +$34.1K 0.01% 311
2024
Q2 		– Sell
-2,330
Closed -$102K – 318
2024
Q1 		$106K Sell
2,330
-114
-5% -$5.08K 0.03% 276
2023
Q4 		$100K Buy
2,444
+18
+0.7% +$892 0.03% 264
2023
Q3 		$134K Buy
2,426
+8
+0.3% +$489 0.04% 253
2023
Q2 		$157K Buy
2,418
+800
+49% +$49.9K 0.05% 244
2023
Q1 		$103K Buy
1,618
+13
+0.8% +$839 0.03% 262
2022
Q4 		$94.1K Sell
1,605
-711
-31% -$47.5K 0.04% 236
2022
Q3 		$153K Buy
+2,316
New +$172K 0.06% 213
2022
Q2 		– Sell
-3,315
Closed -$255K – 324
2022
Q1 		$255K Sell
3,315
-996
-23% -$76.2K 0.09% 196
2021
Q4 		$364K Buy
4,311
+600
+16% +$53.2K 0.13% 144
2021
Q3 		$304K Buy
3,711
+501
+16% +$41.1K 0.12% 156
2021
Q2 		$233K Sell
3,210
-600
-16% -$38.6K 0.1% 183
2021
Q1 		$223K Buy
+3,810
New +$249K 0.11% 169

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

EPG Wealth Management's LIT Position: Q1 2025 in Review

EPG Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2025, closing a stake of 895 shares — an estimated $36.5K sold.

EPG Wealth Management first reported a position in LIT in Q1 2021 and held it in 14 quarters. The position peaked at $364K in Q4 2021. 239 funds tracked by Wall St. Rank hold LIT as of Q1 2025.

  • EPG Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2025 after selling out during the quarter.
  • EPG Wealth Management sold 895 Global X Lithium & Battery Tech ETF shares in Q1 2025, an estimated $36.5K.
  • EPG Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 14 quarters.
  • EPG Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $364K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2025.

Based on EPG Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.