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

Modus 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 Q1	–	Sell	-177	Closed	-$7.2K	–	215
2024 Q4	$7.2K	Buy	+177	New	+$7.8K	﹤0.01%	240
2022 Q3	–	Sell	-2,903	Closed	-$211K	–	95
2022 Q2	$211K	Buy	+2,903	New	+$206K	0.11%	92
2021 Q3	–	Sell	-223	Closed	-$16K	–	175
2021 Q2	$16K	Buy	+223	New	+$14.4K	0.01%	200

Other funds holding LIT

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $377B AUM 19.32% 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 $374B AUM 17.66% 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

Modus Advisors's LIT Position: Q1 2025 in Review

Modus Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2025, closing a stake of 177 shares — an estimated $7.2K sold.

Modus Advisors first reported a position in LIT in Q2 2021 and held it in 3 quarters. The position peaked at $211K in Q2 2022. 239 funds tracked by Wall St. Rank hold LIT as of Q1 2025.

Modus Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2025 after selling out during the quarter.
Modus Advisors sold 177 Global X Lithium & Battery Tech ETF shares in Q1 2025, an estimated $7.2K.
Modus Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and held it in 3 quarters.
Modus Advisors's Global X Lithium & Battery Tech ETF position peaked at $211K in Q2 2022.
239 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2025.

Based on Modus Advisors's 13F filing for Q1 2025, filed 1 Apr 2025.