Money Design’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Money Design’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 Q2	$1.41M	Sell	36,802 -6,391	-15%	-$236K	0.07%	66
2025 Q1	$1.68M	Sell	43,193 -1,560	-3%	-$64K	0.08%	67
2024 Q4	$1.86M	Sell	44,753 -10,017	-18%	-$442K	0.1%	67
2024 Q3	$2.39M	Sell	54,770 -167	-0.3%	-$6.36K	0.12%	65
2024 Q2	$2.13M	Sell	54,937 -18,573	-25%	-$810K	0.11%	66
2024 Q1	$3.33M	Buy	73,510 +2,841	+4%	+$127K	0.18%	63
2023 Q4	$3.6M	Sell	70,669 -19,130	-21%	-$948K	0.2%	62
2023 Q3	$4.95M	Sell	89,799 -5,076	-5%	-$310K	0.3%	60
2023 Q2	$6.17M	Sell	94,875 -5,415	-5%	-$338K	0.37%	59
2023 Q1	$6.37M	Sell	100,290 -802	-0.8%	-$51.7K	0.38%	62
2022 Q4	$5.92M	Buy	101,092 +58,352	+137%	+$3.9M	0.37%	68
2022 Q3	$2.83M	Buy	+42,740	New	+$3.17M	0.2%	73

Other funds holding LIT

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Money Design's LIT Position: Q2 2025 in Review

Money Design reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 15% in Q2 2025, selling an estimated $236K and leaving 36,802 shares worth $1.41M. The position accounts for 0.07% of the portfolio, ranked #66.

Money Design first reported a position in LIT in Q3 2022 and has held it in 12 quarters since. The position peaked at $6.37M in Q1 2023. 233 funds tracked by Wall St. Rank hold LIT as of Q2 2025.

Money Design held 36,802 shares of Global X Lithium & Battery Tech ETF worth $1.41M as of Q2 2025.
Money Design sold 6,391 Global X Lithium & Battery Tech ETF shares in Q2 2025, an estimated $236K.
Global X Lithium & Battery Tech ETF made up 0.07% of Money Design's portfolio in Q2 2025, its #66 holding.
Money Design first reported a position in Global X Lithium & Battery Tech ETF in Q3 2022 and has held it in 12 quarters since.
Money Design's Global X Lithium & Battery Tech ETF position peaked at $6.37M in Q1 2023.
233 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.