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Glass Jacobson Investment Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Glass Jacobson Investment 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
2025
Q2 		– Sell
-50
Closed -$2.04K – 710
2025
Q1 		$2.04K Hold
50
– – ﹤0.01% 750
2024
Q4 		$2.04K Sell
50
-50
-50% -$2.2K ﹤0.01% 750
2024
Q3 		$4.36K Hold
100
– – ﹤0.01% 642
2024
Q2 		$3.88K Hold
100
– – ﹤0.01% 633
2024
Q1 		$4.53K Hold
100
– – ﹤0.01% 627
2023
Q4 		$5.09K Hold
100
– – ﹤0.01% 590
2023
Q3 		$5.52K Hold
100
– – ﹤0.01% 559
2023
Q2 		$6.5K Buy
+100
New +$6.23K ﹤0.01% 551
2022
Q4 		$5.86K Buy
+100
New +$6.68K ﹤0.01% 572

Other funds holding LIT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Glass Jacobson Investment Advisors's LIT Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2025, closing a stake of 50 shares — an estimated $2.04K sold.

Glass Jacobson Investment Advisors first reported a position in LIT in Q4 2022 and held it in 9 quarters. The position peaked at $6.5K in Q2 2023. 233 funds tracked by Wall St. Rank hold LIT as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 50 Global X Lithium & Battery Tech ETF shares in Q2 2025, an estimated $2.04K.
  • Glass Jacobson Investment Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's Global X Lithium & Battery Tech ETF position peaked at $6.5K in Q2 2023.
  • 233 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.