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Mather Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Mather Group’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 		$411K Buy
+5,533
New +$396K ﹤0.01% 543
2024
Q3 		– Sell
-200
Closed -$9.06K – 1984
2024
Q2 		$9.06K Buy
+200
New +$8.72K ﹤0.01% 1481

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
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 $269B AUM 31.4% 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
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mather Group's LIT Position: Q1 2026 in Review

Mather Group opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q1 2026: 5,533 shares worth $411K. The stake represents ﹤0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: Mather Group previously reported a position in LIT as recently as Q2 2024.

Mather Group first reported a position in LIT in Q2 2024 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

  • Mather Group held 5,533 shares of Global X Lithium & Battery Tech ETF worth $411K as of Q1 2026.
  • Global X Lithium & Battery Tech ETF was a new Mather Group position in Q1 2026.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #543 holding.
  • Mather Group first reported a position in Global X Lithium & Battery Tech ETF in Q2 2024 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.