Lindbrook Capital’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Lindbrook Capital’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 Q1	$35.9K	Hold	924	–	–	﹤0.01%	1130
2024 Q4	$37.7K	Sell	924 -700	-43%	-$30.9K	﹤0.01%	938
2024 Q3	$70.8K	Hold	1,624	–	–	0.01%	676
2024 Q2	$63K	Hold	1,624	–	–	0.01%	707
2024 Q1	$73.6K	Hold	1,624	–	–	0.01%	642
2023 Q4	$82.7K	Sell	1,624 -180	-10%	-$8.92K	0.01%	580
2023 Q3	$99.5K	Hold	1,804	–	–	0.01%	472
2023 Q2	$117K	Hold	1,804	–	–	0.01%	448
2023 Q1	$115K	Sell	1,804 -16	-0.9%	-$1.03K	0.01%	450
2022 Q4	$107K	Sell	1,820 -30	-2%	-$2K	0.01%	463
2022 Q3	$122K	Sell	1,850 -2,471	-57%	-$183K	0.02%	393
2022 Q2	$314K	Buy	4,321 +2,697	+166%	+$192K	0.05%	212
2022 Q1	$125K	Hold	1,624	–	–	0.02%	399
2021 Q4	$137K	Buy	1,624 +1,560	+2,438%	+$138K	0.02%	407
2021 Q3	$5K	Hold	64	–	–	﹤0.01%	1245
2021 Q2	$5K	Hold	64	–	–	﹤0.01%	1291
2021 Q1	$4K	Buy	64 +16	+33%	+$1.04K	﹤0.01%	1335
2020 Q4	$3K	Buy	+48	New	+$2.38K	﹤0.01%	1345

Other funds holding LIT

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lindbrook Capital's LIT Position: Q1 2025 in Review

Lindbrook Capital held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q1 2025 at 924 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Lindbrook Capital first reported a position in LIT in Q4 2020 and has held it in 18 quarters since. The position peaked at $314K in Q2 2022. 239 funds tracked by Wall St. Rank hold LIT as of Q1 2025.

Lindbrook Capital held 924 shares of Global X Lithium & Battery Tech ETF worth $35.9K as of Q1 2025.
Lindbrook Capital left its Global X Lithium & Battery Tech ETF share count unchanged in Q1 2025.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1130 holding.
Lindbrook Capital first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and has held it in 18 quarters since.
Lindbrook Capital's Global X Lithium & Battery Tech ETF position peaked at $314K in Q2 2022.
239 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.