Keel Point’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Keel Point’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	$254K	Hold	3,421	–	–	0.02%	384
2025 Q4	$222K	Buy	+3,421	New	+$211K	0.01%	481
2024 Q3	–	Sell	-9,931	Closed	-$361K	–	456
2024 Q2	$361K	Hold	9,931	–	–	0.03%	292
2024 Q1	$450K	Sell	9,931 -122	-1%	-$5.44K	0.05%	223
2023 Q4	$512K	Sell	10,053 -2,017	-17%	-$100K	0.06%	175
2023 Q3	$666K	Sell	12,070 -146	-1%	-$8.92K	0.09%	137
2023 Q2	$794K	Sell	12,216 -5,894	-33%	-$367K	0.11%	122
2023 Q1	$1.15M	Buy	18,110 +8,307	+85%	+$536K	0.17%	100
2022 Q4	$575K	Buy	9,803 +353	+4%	+$23.6K	0.09%	148
2022 Q3	$625K	Sell	9,450 -252	-3%	-$18.7K	0.11%	123
2022 Q2	$765K	Buy	9,702 +2,034	+27%	+$145K	0.12%	115
2022 Q1	$590K	Sell	7,668 -68	-0.9%	-$5.2K	0.09%	136
2021 Q4	$653K	Buy	7,736 +1,547	+25%	+$137K	0.07%	128
2021 Q3	$507K	Buy	6,189 +1,371	+28%	+$112K	0.07%	151
2021 Q2	$349K	Sell	4,818 -17,623	-79%	-$1.13M	0.04%	182
2021 Q1	$1.31M	Buy	+22,441	New	+$1.47M	0.13%	112

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

Keel Point's LIT Position: Q1 2026 in Review

Keel Point held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q1 2026 at 3,421 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #384.

Keel Point first reported a position in LIT in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.31M in Q1 2021. 280 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

Keel Point held 3,421 shares of Global X Lithium & Battery Tech ETF worth $254K as of Q1 2026.
Keel Point left its Global X Lithium & Battery Tech ETF share count unchanged in Q1 2026.
Global X Lithium & Battery Tech ETF made up 0.02% of Keel Point's portfolio in Q1 2026, its #384 holding.
Keel Point first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and has held it in 16 quarters since.
Keel Point's Global X Lithium & Battery Tech ETF position peaked at $1.31M in Q1 2021.
280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.