Focus Partners Wealth
LIT icon

Focus Partners Wealth’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Focus Partners Wealth’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
2026
Q1 		$345K Sell
4,642
-25
-0.5% -$1.79K ﹤0.01% 2116
2025
Q4 		$303K Buy
4,667
+240
+5% +$14.8K ﹤0.01% 2222
2025
Q3 		$252K Buy
+4,427
New +$204K ﹤0.01% 1937
2024
Q4 		– Sell
-297,367
Closed -$144M – 1946
2024
Q3 		$144M Buy
297,367
+289,019
+3,462% +$11M 0.46% 44
2024
Q2 		$324K Buy
8,348
+759
+10% +$33.1K ﹤0.01% 1051
2024
Q1 		$344K Sell
7,589
-5,056
-40% -$225K ﹤0.01% 802
2023
Q4 		$644K Buy
+12,645
New +$627K 0.01% 532

Other funds holding LIT

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $2.25B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return