GRP
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Global Retirement Partners’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Global Retirement Partners’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
Q4 		$68.6K Sell
1,057
-222
-17% -$13.7K ﹤0.01% 2152
2025
Q3 		$72.7K Buy
1,279
+1,018
+390% +$46.8K ﹤0.01% 1688
2025
Q2 		$10K Buy
+261
New +$9.64K ﹤0.01% 2605
2024
Q4 		$21.7K Sell
531
-962
-64% -$42.4K ﹤0.01% 2047
2024
Q3 		$65.1K Sell
1,493
-61
-4% -$2.32K ﹤0.01% 1433
2024
Q2 		$60.3K Buy
1,554
+549
+55% +$23.9K ﹤0.01% 1437
2024
Q1 		$45.5K Buy
1,005
+136
+16% +$6.06K ﹤0.01% 1454
2023
Q4 		$39.9K Sell
869
-157
-15% -$7.78K ﹤0.01% 1460
2023
Q3 		$54.4K Buy
1,026
+2
+0.2% +$122 ﹤0.01% 1226
2023
Q2 		$66.6K Sell
1,024
-497
-33% -$31K ﹤0.01% 1135
2023
Q1 		$89.9K Sell
1,521
-236
-13% -$15.2K ﹤0.01% 964
2022
Q4 		$103K Sell
1,757
-253
-13% -$16.9K 0.01% 806
2022
Q3 		$134K Sell
2,010
-39,191
-95% -$2.91M 0.01% 689
2022
Q2 		$2.99M Buy
41,201
+40,381
+4,925% +$2.87M 0.24% 96
2022
Q1 		$58K Buy
+820
New +$62.8K ﹤0.01% 940
2021
Q4 		– Sell
-590
Closed -$48K – 1122
2021
Q3 		$48K Sell
590
-124
-17% -$10.2K ﹤0.01% 872
2021
Q2 		$52K Buy
714
+71
+11% +$4.57K 0.01% 834
2021
Q1 		$38K Buy
643
+373
+138% +$24.4K ﹤0.01% 889
2020
Q4 		$17K Buy
+270
New +$13.4K ﹤0.01% 1093

Other funds holding LIT

LPL Financial
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Retirement Partners's LIT Position: Q4 2025 in Review

Global Retirement Partners reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 17% in Q4 2025, selling an estimated $13.7K and leaving 1,057 shares worth $68.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Global Retirement Partners first reported a position in LIT in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.99M in Q2 2022. 279 funds tracked by Wall St. Rank hold LIT as of Q4 2025.

  • Global Retirement Partners held 1,057 shares of Global X Lithium & Battery Tech ETF worth $68.6K as of Q4 2025.
  • Global Retirement Partners sold 222 Global X Lithium & Battery Tech ETF shares in Q4 2025, an estimated $13.7K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2152 holding.
  • Global Retirement Partners first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and has held it in 19 quarters since.
  • Global Retirement Partners's Global X Lithium & Battery Tech ETF position peaked at $2.99M in Q2 2022.
  • 279 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.