Lion Street Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Lion Street 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	$231K	Buy	+2,516	New	+$116K	0.08%	194
2023 Q3	–	Sell	-2,604	Closed	-$239K	–	283
2023 Q2	$239K	Buy	+2,604	New	+$162K	0.08%	202
2023 Q1	–	Sell	-2,380	Closed	-$219K	–	255
2022 Q4	$219K	Buy	+2,380	New	+$159K	0.11%	143
2022 Q3	–	Sell	-2,380	Closed	-$221K	–	153
2022 Q2	$221K	Sell	2,380 -341	-13%	-$24.2K	0.12%	143
2022 Q1	$212K	Buy	2,721 +74	+3%	+$5.66K	0.11%	135
2021 Q4	$223K	Buy	+2,647	New	+$235K	0.11%	143

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

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 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lion Street Advisors's LIT Position: Q3 2025 in Review

Lion Street Advisors opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q3 2025: 2,516 shares worth $231K. The stake represents 0.08% of the portfolio and ranks #194 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in LIT as recently as Q2 2023.

Lion Street Advisors first reported a position in LIT in Q4 2021 and has held it in 6 quarters since. The position peaked at $239K in Q2 2023. 249 funds tracked by Wall St. Rank hold LIT as of Q3 2025.

Lion Street Advisors held 2,516 shares of Global X Lithium & Battery Tech ETF worth $231K as of Q3 2025.
Global X Lithium & Battery Tech ETF was a new Lion Street Advisors position in Q3 2025.
Global X Lithium & Battery Tech ETF made up 0.08% of Lion Street Advisors's portfolio in Q3 2025, its #194 holding.
Lion Street Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 6 quarters since.
Lion Street Advisors's Global X Lithium & Battery Tech ETF position peaked at $239K in Q2 2023.
249 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.