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Howe & Rusling’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Howe & Rusling’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
-75
Closed -$4.87K – 498
2025
Q4 		$4.87K Buy
+75
New +$4.62K ﹤0.01% 446
2024
Q1 		– Sell
-292
Closed -$14.9K – 401
2023
Q4 		$14.9K Buy
+292
New +$14.5K ﹤0.01% 313
2022
Q3 		– Sell
-54
Closed -$4K – 1134
2022
Q2 		$4K Hold
54
– – ﹤0.01% 704
2022
Q1 		$4K Hold
54
– – ﹤0.01% 724
2021
Q4 		$5K Buy
+54
New +$4.79K ﹤0.01% 675

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

Howe & Rusling's LIT Position: Q1 2026 in Review

Howe & Rusling sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2026, closing a stake of 75 shares — an estimated $4.87K sold.

Howe & Rusling first reported a position in LIT in Q4 2021 and held it in 5 quarters. The position peaked at $14.9K in Q4 2023. 280 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

  • Howe & Rusling reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2026 after selling out during the quarter.
  • Howe & Rusling sold 75 Global X Lithium & Battery Tech ETF shares in Q1 2026, an estimated $4.87K.
  • Howe & Rusling first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 5 quarters.
  • Howe & Rusling's Global X Lithium & Battery Tech ETF position peaked at $14.9K in Q4 2023.
  • 280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.