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

IFG Advisory’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	-25,720	Closed	-$1.67M	–	662
2025 Q4	$1.67M	Buy	25,720 +2,338	+10%	+$144K	0.07%	276
2025 Q3	$1.33M	Buy	+23,382	New	+$1.07M	0.06%	305
2023 Q2	–	Sell	-3,708	Closed	-$236K	–	427
2023 Q1	$236K	Buy	3,708 +94	+3%	+$6.06K	0.02%	461
2022 Q4	$211K	Sell	3,614 -531	-13%	-$35.5K	0.02%	455
2022 Q3	$273K	Sell	4,145 -269	-6%	-$20K	0.02%	429
2022 Q2	$320K	Sell	4,414 -352	-7%	-$25K	0.03%	366
2022 Q1	$366K	Buy	4,766 +2,375	+99%	+$182K	0.04%	362
2021 Q4	$201K	Buy	+2,391	New	+$212K	0.02%	480

Other funds holding LIT

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFG Advisory's LIT Position: Q1 2026 in Review

IFG Advisory sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2026, closing a stake of 25,720 shares — an estimated $1.67M sold.

IFG Advisory first reported a position in LIT in Q4 2021 and held it in 8 quarters. The position peaked at $1.67M in Q4 2025. 280 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

IFG Advisory reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 25,720 Global X Lithium & Battery Tech ETF shares in Q1 2026, an estimated $1.67M.
IFG Advisory first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 8 quarters.
IFG Advisory's Global X Lithium & Battery Tech ETF position peaked at $1.67M in Q4 2025.
280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.