JGC
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J. Goldman & Co’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

J. Goldman & Co’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
Q4 		– Sell
-4,000
Closed -$227K – 653
2025
Q3 		$227K Buy
+4,000
New +$184K 0.01% 416
2022
Q2 		– Sell
-4,500
Closed -$346K – 414
2022
Q1 		$346K Sell
4,500
-58,328
-93% -$4.46M 0.02% 305
2021
Q4 		$5.3M Buy
+62,828
New +$5.57M 0.29% 99

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

J. Goldman & Co's LIT Position: Q4 2025 in Review

J. Goldman & Co sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2025, closing a stake of 4,000 shares — an estimated $227K sold.

J. Goldman & Co first reported a position in LIT in Q4 2021 and held it in 3 quarters. The position peaked at $5.3M in Q4 2021. 280 funds tracked by Wall St. Rank hold LIT as of Q4 2025.

  • J. Goldman & Co reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2025 after selling out during the quarter.
  • J. Goldman & Co sold 4,000 Global X Lithium & Battery Tech ETF shares in Q4 2025, an estimated $227K.
  • J. Goldman & Co first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 3 quarters.
  • J. Goldman & Co's Global X Lithium & Battery Tech ETF position peaked at $5.3M in Q4 2021.
  • 280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2025.

Based on J. Goldman & Co's 13F filing for Q4 2025, filed 17 Feb 2026.