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MGB Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

MGB Wealth Management’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 		– Sell
-300
Closed -$12.2K – 303
2024
Q4 		$12.2K Hold
300
– – ﹤0.01% 267
2024
Q3 		$13.1K Hold
300
– – ﹤0.01% 262
2024
Q2 		$12.4K Hold
300
– – ﹤0.01% 260
2024
Q1 		$13.6K Hold
300
– – 0.01% 246
2023
Q4 		$15.3K Buy
+300
New +$14.9K 0.01% 240

Other funds holding LIT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MGB Wealth Management's LIT Position: Q1 2025 in Review

MGB Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2025, closing a stake of 300 shares — an estimated $12.2K sold.

MGB Wealth Management first reported a position in LIT in Q4 2023 and held it in 5 quarters. The position peaked at $15.3K in Q4 2023. 239 funds tracked by Wall St. Rank hold LIT as of Q1 2025.

  • MGB Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2025 after selling out during the quarter.
  • MGB Wealth Management sold 300 Global X Lithium & Battery Tech ETF shares in Q1 2025, an estimated $12.2K.
  • MGB Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2023 and held it in 5 quarters.
  • MGB Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $15.3K in Q4 2023.
  • 239 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2025.

Based on MGB Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.