Financial Management Professionals’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Financial Management Professionals’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 Q3	–	Sell	-61	Closed	-$2.35K	–	1014
2025 Q2	$2.35K	Hold	61	–	–	﹤0.01%	727
2025 Q1	$2.37K	Hold	61	–	–	﹤0.01%	720
2024 Q4	$2.49K	Hold	61	–	–	﹤0.01%	705
2024 Q3	$3K	Hold	61	–	–	﹤0.01%	696
2024 Q2	$2K	Hold	61	–	–	﹤0.01%	704
2024 Q1	$3K	Hold	61	–	–	﹤0.01%	705
2023 Q4	$3K	Hold	61	–	–	﹤0.01%	710
2023 Q3	$3K	Hold	61	–	–	﹤0.01%	668
2023 Q2	$4K	Hold	61	–	–	﹤0.01%	674
2023 Q1	$4K	Hold	61	–	–	﹤0.01%	718
2022 Q4	$4K	Hold	61	–	–	﹤0.01%	660
2022 Q3	$4K	Hold	61	–	–	﹤0.01%	632
2022 Q2	$4K	Hold	61	–	–	﹤0.01%	657
2022 Q1	$5K	Buy	+61	New	+$4.67K	﹤0.01%	635

Other funds holding LIT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Management Professionals's LIT Position: Q3 2025 in Review

Financial Management Professionals sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2025, closing a stake of 61 shares — an estimated $2.35K sold.

Financial Management Professionals first reported a position in LIT in Q1 2022 and held it in 14 quarters. The position peaked at $5K in Q1 2022. 249 funds tracked by Wall St. Rank hold LIT as of Q3 2025.

Financial Management Professionals reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2025 after selling out during the quarter.
Financial Management Professionals sold 61 Global X Lithium & Battery Tech ETF shares in Q3 2025, an estimated $2.35K.
Financial Management Professionals first reported a position in Global X Lithium & Battery Tech ETF in Q1 2022 and held it in 14 quarters.
Financial Management Professionals's Global X Lithium & Battery Tech ETF position peaked at $5K in Q1 2022.
249 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.