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Montag & Associates’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Montag & Associates’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
-150
Closed -$6.14K – 1023
2024
Q4 		$6.14K Hold
150
– – ﹤0.01% 825
2024
Q3 		$6.54K Hold
150
– – ﹤0.01% 852
2024
Q2 		$5.86K Hold
150
– – ﹤0.01% 814
2024
Q1 		$6.79K Sell
150
-299
-67% -$13.3K ﹤0.01% 794
2023
Q4 		$23K Hold
449
– – ﹤0.01% 682
2023
Q3 		$24.8K Sell
449
-36
-7% -$2.2K ﹤0.01% 646
2023
Q2 		$31.6K Hold
485
– – ﹤0.01% 626
2023
Q1 		$30.8K Sell
485
-74
-13% -$4.77K ﹤0.01% 622
2022
Q4 		$33.1K Sell
559
-283
-34% -$18.9K ﹤0.01% 606
2022
Q3 		$56K Hold
842
– – ﹤0.01% 518
2022
Q2 		$61K Hold
842
– – ﹤0.01% 504
2022
Q1 		$65K Buy
842
+96
+13% +$7.35K ﹤0.01% 522
2021
Q4 		$63K Buy
746
+198
+36% +$17.6K ﹤0.01% 538
2021
Q3 		$45K Buy
548
+170
+45% +$13.9K ﹤0.01% 579
2021
Q2 		$27K Buy
378
+153
+68% +$9.85K ﹤0.01% 630
2021
Q1 		$13K Buy
225
+110
+96% +$7.19K ﹤0.01% 712
2020
Q4 		$7K Buy
+115
New +$5.7K ﹤0.01% 729

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

Montag & Associates's LIT Position: Q1 2025 in Review

Montag & Associates sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2025, closing a stake of 150 shares — an estimated $6.14K sold.

Montag & Associates first reported a position in LIT in Q4 2020 and held it in 17 quarters. The position peaked at $65K in Q1 2022. 239 funds tracked by Wall St. Rank hold LIT as of Q1 2025.

  • Montag & Associates reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Montag & Associates sold 150 Global X Lithium & Battery Tech ETF shares in Q1 2025, an estimated $6.14K.
  • Montag & Associates first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 17 quarters.
  • Montag & Associates's Global X Lithium & Battery Tech ETF position peaked at $65K in Q1 2022.
  • 239 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2025.

Based on Montag & Associates's 13F filing for Q1 2025, filed 5 May 2025.