GSWM
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Golden State Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Golden State Wealth Management’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 		$37.2K Hold
500
– – ﹤0.01% 759
2025
Q4 		$32.4K Hold
500
– – ﹤0.01% 798
2025
Q3 		$28.4K Hold
500
– – ﹤0.01% 830
2025
Q2 		$19.2K Sell
500
-75
-13% -$2.77K ﹤0.01% 897
2025
Q1 		$22.3K Hold
575
– – ﹤0.01% 775
2024
Q4 		$23.4K Buy
+575
New +$25.4K ﹤0.01% 733
2020
Q2 		– Sell
-500
Closed -$11K – 594
2020
Q1 		$11K Buy
+500
New +$13.8K ﹤0.01% 608
2019
Q4 		– Sell
-534
Closed -$13K – 555
2019
Q3 		$13K Hold
534
– – ﹤0.01% 693
2019
Q2 		$13K Buy
534
+34
+7% +$916 ﹤0.01% 699
2019
Q1 		$14K Buy
+500
New +$14.3K ﹤0.01% 704

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
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 $269B AUM 31.4% 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
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 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