Moisand Fitzgerald Tamayo’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Moisand Fitzgerald Tamayo’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	-500	Closed	-$20.4K	–	605
2024 Q4	$20.4K	Hold	500	–	–	﹤0.01%	268
2024 Q3	$21.8K	Buy	+500	New	+$19K	﹤0.01%	271
2023 Q4	–	Sell	-442	Closed	-$24.4K	–	749
2023 Q3	$24.4K	Buy	+442	New	+$27K	0.01%	240
2022 Q3	–	Sell	-30	Closed	-$2K	–	794
2022 Q2	$2K	Sell	30 -30	-50%	-$2.13K	﹤0.01%	420
2022 Q1	$5K	Buy	+60	New	+$4.59K	﹤0.01%	263

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

Moisand Fitzgerald Tamayo's LIT Position: Q1 2025 in Review

Moisand Fitzgerald Tamayo sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2025, closing a stake of 500 shares — an estimated $20.4K sold.

Moisand Fitzgerald Tamayo first reported a position in LIT in Q1 2022 and held it in 5 quarters. The position peaked at $24.4K in Q3 2023. 239 funds tracked by Wall St. Rank hold LIT as of Q1 2025.

Moisand Fitzgerald Tamayo reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 500 Global X Lithium & Battery Tech ETF shares in Q1 2025, an estimated $20.4K.
Moisand Fitzgerald Tamayo first reported a position in Global X Lithium & Battery Tech ETF in Q1 2022 and held it in 5 quarters.
Moisand Fitzgerald Tamayo's Global X Lithium & Battery Tech ETF position peaked at $24.4K in Q3 2023.
239 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2025, filed 22 Apr 2025.