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MFA Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

MFA Wealth 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
-6,064
Closed -$233K – 93
2025
Q2 		$233K Buy
6,064
+636
+12% +$23.5K 0.05% 83
2025
Q1 		$211K Buy
+5,428
New +$223K 0.05% 85
2024
Q4 		– Sell
-822
Closed -$35.8K – 248
2024
Q3 		$35.8K Sell
822
-41
-5% -$1.56K 0.01% 204
2024
Q2 		$33.5K Buy
+863
New +$37.6K 0.01% 211
2024
Q1 		– Sell
-129,730
Closed -$6.61M – 95
2023
Q4 		$6.61M Buy
129,730
+11,465
+10% +$568K 1.86% 16
2023
Q3 		$6.52M Buy
118,265
+9,447
+9% +$577K 2.03% 16
2023
Q2 		$7.08M Buy
108,818
+5,981
+6% +$373K 2.23% 17
2023
Q1 		$6.54M Buy
102,837
+9,380
+10% +$605K 2.15% 16
2022
Q4 		$5.48M Buy
93,457
+75,735
+427% +$5.06M 1.98% 16
2022
Q3 		$1.17M Sell
17,722
-305
-2% -$22.6K 0.43% 33
2022
Q2 		$1.31M Buy
18,027
+369
+2% +$26.2K 0.48% 35
2022
Q1 		$1.36M Sell
17,658
-87,119
-83% -$6.67M 0.43% 37
2021
Q4 		$8.85M Buy
104,777
+621
+0.6% +$55.1K 3.74% 11
2021
Q3 		$8.54M Sell
104,156
-2,350
-2% -$193K 3.92% 9
2021
Q2 		$7.72M Buy
106,506
+1,917
+2% +$123K 3.48% 12
2021
Q1 		$6.11M Sell
104,589
-11,797
-10% -$771K 2.96% 13
2020
Q4 		$7.2M Buy
116,386
+582
+0.5% +$28.9K 6.42% 4
2020
Q3 		$4.64M Buy
115,804
+1,426
+1% +$53.6K 4.93% 10
2020
Q2 		$3.62M Buy
114,378
+10,412
+10% +$280K 2.34% 17
2020
Q1 		$2.26M Buy
+103,966
New +$2.88M 2.19% 15

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

MFA Wealth Advisors's LIT Position: Q3 2025 in Review

MFA Wealth Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2025, closing a stake of 6,064 shares — an estimated $233K sold.

MFA Wealth Advisors first reported a position in LIT in Q1 2020 and held it in 20 quarters. The position peaked at $8.85M in Q4 2021. 249 funds tracked by Wall St. Rank hold LIT as of Q3 2025.

  • MFA Wealth Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2025 after selling out during the quarter.
  • MFA Wealth Advisors sold 6,064 Global X Lithium & Battery Tech ETF shares in Q3 2025, an estimated $233K.
  • MFA Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q1 2020 and held it in 20 quarters.
  • MFA Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $8.85M in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2025.

Based on MFA Wealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.