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

Financial Perspectives’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	-196	Closed	-$7.52K	–	729
2025 Q2	$7.52K	Hold	196	–	–	﹤0.01%	536
2025 Q1	$7.59K	Buy	196 +1	+0.5%	+$41	﹤0.01%	531
2024 Q4	$7.96K	Hold	195	–	–	﹤0.01%	532
2024 Q3	$8.51K	Buy	195 +1	+0.5%	+$38	﹤0.01%	487
2024 Q2	$7.53K	Hold	194	–	–	﹤0.01%	491
2024 Q1	$8.78K	Buy	194 +1	+0.5%	+$45	﹤0.01%	473
2023 Q4	$9.81K	Sell	193 -128	-40%	-$6.35K	﹤0.01%	471
2023 Q3	$17.7K	Sell	321 -133	-29%	-$8.13K	0.01%	374
2023 Q2	$29.6K	Hold	454	–	–	0.01%	322
2023 Q1	$28.9K	Buy	454 +2	+0.4%	+$129	0.01%	313
2022 Q4	$26.5K	Buy	452 +60	+15%	+$4.01K	0.01%	324
2022 Q3	$25.9K	Buy	392 +1	+0.3%	+$74	0.01%	315
2022 Q2	$28.4K	Buy	391 +22	+6%	+$1.56K	0.02%	304
2022 Q1	$28.4K	Buy	369 +153	+71%	+$11.7K	0.01%	322
2021 Q4	$18.2K	Buy	216 +20	+10%	+$1.77K	0.01%	367
2021 Q3	$16.1K	Buy	196 +63	+47%	+$5.16K	0.01%	380
2021 Q2	$9.64K	Buy	+133	New	+$8.56K	﹤0.01%	466

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 Perspectives's LIT Position: Q3 2025 in Review

Financial Perspectives sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2025, closing a stake of 196 shares — an estimated $7.52K sold.

Financial Perspectives first reported a position in LIT in Q2 2021 and held it in 17 quarters. The position peaked at $29.6K in Q2 2023. 249 funds tracked by Wall St. Rank hold LIT as of Q3 2025.

Financial Perspectives reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2025 after selling out during the quarter.
Financial Perspectives sold 196 Global X Lithium & Battery Tech ETF shares in Q3 2025, an estimated $7.52K.
Financial Perspectives first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and held it in 17 quarters.
Financial Perspectives's Global X Lithium & Battery Tech ETF position peaked at $29.6K in Q2 2023.
249 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2025.

Based on Financial Perspectives's 13F filing for Q3 2025, filed 22 Oct 2025.