IF
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Intrua Financial’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Intrua Financial’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
2024
Q3 		– Sell
-5,798
Closed -$225K – 403
2024
Q2 		$225K Sell
5,798
-380
-6% -$16.6K 0.03% 359
2024
Q1 		$280K Sell
6,178
-369
-6% -$16.4K 0.04% 332
2023
Q4 		$334K Sell
6,547
-75
-1% -$3.72K 0.05% 299
2023
Q3 		$365K Sell
6,622
-34
-0.5% -$2.08K 0.06% 243
2023
Q2 		$433K Hold
6,656
– – 0.07% 218
2023
Q1 		$408K Hold
6,656
– – 0.08% 208
2022
Q4 		$425K Sell
6,656
-534
-7% -$35.7K 0.1% 201
2022
Q3 		$475K Buy
7,190
+129
+2% +$9.58K 0.13% 170
2022
Q2 		$513K Sell
7,061
-28
-0.4% -$1.99K 0.11% 203
2022
Q1 		$546K Sell
7,089
-1,065
-13% -$81.5K 0.1% 213
2021
Q4 		$689K Buy
8,154
+2,430
+42% +$215K 0.12% 172
2021
Q3 		$516K Buy
5,724
+515
+10% +$42.2K 0.1% 207
2021
Q2 		$451K Buy
+5,209
New +$335K 0.11% 175

Other funds holding LIT

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Intrua Financial's LIT Position: Q3 2024 in Review

Intrua Financial sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2024, closing a stake of 5,798 shares — an estimated $225K sold.

Intrua Financial first reported a position in LIT in Q2 2021 and held it in 13 quarters. The position peaked at $689K in Q4 2021. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

  • Intrua Financial reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Intrua Financial sold 5,798 Global X Lithium & Battery Tech ETF shares in Q3 2024, an estimated $225K.
  • Intrua Financial first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and held it in 13 quarters.
  • Intrua Financial's Global X Lithium & Battery Tech ETF position peaked at $689K in Q4 2021.
  • 276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on Intrua Financial's 13F filing for Q3 2024, filed 28 May 2025.