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Kestra Private Wealth Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Kestra Private Wealth Services’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 		$252K Buy
3,383
+6
+0.2% +$429 ﹤0.01% 1532
2025
Q4 		$219K Buy
+3,377
New +$208K ﹤0.01% 1559
2024
Q2 		– Sell
-4,552
Closed -$206K – 1384
2024
Q1 		$206K Buy
4,552
+207
+5% +$9.22K ﹤0.01% 1181
2023
Q4 		$221K Sell
4,345
-352
-7% -$17.5K 0.01% 1072
2023
Q3 		$259K Buy
4,697
+495
+12% +$30.2K 0.01% 930
2023
Q2 		$273K Buy
+4,202
New +$262K 0.01% 850
2022
Q3 		– Sell
-2,993
Closed -$217K – 942
2022
Q2 		$217K Sell
2,993
-869
-23% -$61.8K 0.01% 768
2022
Q1 		$297K Buy
3,862
+124
+3% +$9.49K 0.01% 753
2021
Q4 		$316K Buy
+3,738
New +$331K 0.02% 748

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $376B 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 $245B AUM 31.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B 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 $2.25B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return