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HBW Advisory Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

HBW Advisory Services’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
-3,595
Closed -$139K – 415
2025
Q1 		$139K Buy
+3,595
New +$147K 0.02% 371
2024
Q4 		– Sell
-3,416
Closed -$149K – 397
2024
Q3 		$149K Sell
3,416
-246
-7% -$9.37K 0.02% 352
2024
Q2 		$142K Sell
3,662
-9,633
-72% -$420K 0.02% 328
2024
Q1 		$569K Hold
13,295
– – 0.11% 169
2023
Q4 		$569K Buy
13,295
+1,862
+16% +$92.3K 0.11% 169
2023
Q3 		$630K Sell
11,433
-829
-7% -$50.7K 0.13% 159
2023
Q2 		$797K Buy
12,262
+744
+6% +$46.4K 0.17% 131
2023
Q1 		$732K Sell
11,518
-111,151
-91% -$7.17M 0.18% 132
2022
Q4 		$736K Buy
122,669
+110,432
+902% +$7.38M 0.19% 134
2022
Q3 		$809K Buy
12,237
+226
+2% +$16.8K 0.23% 120
2022
Q2 		$873K Buy
12,011
+4,418
+58% +$314K 0.23% 112
2022
Q1 		$585K Sell
7,593
-17,205
-69% -$1.32M 0.21% 119
2021
Q4 		$2.09M Buy
24,798
+5,312
+27% +$471K 0.49% 64
2021
Q3 		$1.6M Buy
+19,486
New +$1.6M 0.41% 68

Other funds holding LIT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HBW Advisory Services's LIT Position: Q2 2025 in Review

HBW Advisory Services sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2025, closing a stake of 3,595 shares — an estimated $139K sold.

HBW Advisory Services first reported a position in LIT in Q3 2021 and held it in 14 quarters. The position peaked at $2.09M in Q4 2021. 233 funds tracked by Wall St. Rank hold LIT as of Q2 2025.

  • HBW Advisory Services reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2025 after selling out during the quarter.
  • HBW Advisory Services sold 3,595 Global X Lithium & Battery Tech ETF shares in Q2 2025, an estimated $139K.
  • HBW Advisory Services first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 14 quarters.
  • HBW Advisory Services's Global X Lithium & Battery Tech ETF position peaked at $2.09M in Q4 2021.
  • 233 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2025.

Based on HBW Advisory Services's 13F filing for Q2 2025, filed 2 Jul 2025.