LFA
LIT icon

Legend Financial Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Legend Financial Advisors’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
Q3 		– Sell
-216
Closed -$8.28K – 102
2025
Q2 		$8.28K Buy
+216
New +$7.98K 0.01% 122
2025
Q1 		– Sell
-444
Closed -$18.1K – 150
2024
Q4 		$18.1K Buy
444
+228
+106% +$10.1K 0.01% 88
2024
Q3 		$9.4K Sell
216
-228
-51% -$8.69K 0.01% 105
2024
Q2 		$17.2K Buy
444
+228
+106% +$9.94K 0.01% 111
2024
Q1 		$9.77K Buy
216
+105
+95% +$4.68K 0.01% 136
2023
Q4 		$5.65K Sell
111
-4,130
-97% -$205K ﹤0.01% 147
2023
Q3 		$234K Sell
4,241
-105
-2% -$6.42K 0.2% 36
2023
Q2 		$283K Sell
4,346
-2,635
-38% -$164K 0.24% 35
2023
Q1 		$444K Sell
6,981
-975
-12% -$62.9K 0.37% 32
2022
Q4 		$466K Sell
7,956
-98,850
-93% -$6.6M 0.41% 30
2022
Q3 		$7.06M Sell
106,806
-1,575
-1% -$117K 6.63% 4
2022
Q2 		$7.87M Buy
108,381
+95,091
+716% +$6.76M 8.13% 3
2022
Q1 		$1.09M Sell
13,290
-99,320
-88% -$7.6M 0.69% 17
2021
Q4 		$9.51M Buy
112,610
+99,320
+747% +$8.81M 6.63% 6
2021
Q3 		$1.09M Buy
13,290
+1,957
+17% +$160K 0.69% 17
2021
Q2 		$821K Buy
+11,333
New +$729K 0.53% 19

Other funds holding LIT

LPL Financial
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legend Financial Advisors's LIT Position: Q3 2025 in Review

Legend Financial Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2025, closing a stake of 216 shares — an estimated $8.28K sold.

Legend Financial Advisors first reported a position in LIT in Q2 2021 and held it in 16 quarters. The position peaked at $9.51M in Q4 2021. 249 funds tracked by Wall St. Rank hold LIT as of Q3 2025.

  • Legend Financial Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 216 Global X Lithium & Battery Tech ETF shares in Q3 2025, an estimated $8.28K.
  • Legend Financial Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and held it in 16 quarters.
  • Legend Financial Advisors's Global X Lithium & Battery Tech ETF position peaked at $9.51M in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.