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Garton & Associates Financial Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-193
Closed -$12.5K – 435
2025
Q4 		$12.5K Buy
+193
New +$11.9K 0.01% 775

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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 $5.05B AUM 36.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Garton & Associates Financial Advisors's LIT Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2026, closing a stake of 193 shares — an estimated $12.5K sold.

Garton & Associates Financial Advisors first reported a position in LIT in Q4 2025 and held it in 1 quarter. The position peaked at $12.5K in Q4 2025. 281 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 193 Global X Lithium & Battery Tech ETF shares in Q1 2026, an estimated $12.5K.
  • Garton & Associates Financial Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Global X Lithium & Battery Tech ETF position peaked at $12.5K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.