MWM
LIT icon

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

Moran 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
2026
Q1 		$2.35M Sell
31,612
-200
-0.6% -$14.3K 0.07% 289
2025
Q4 		$2.06M Buy
31,812
+6,951
+28% +$428K 0.06% 286
2025
Q3 		$1.41M Buy
24,861
+10,799
+77% +$496K 0.04% 310
2025
Q2 		$540K Buy
14,062
+6,960
+98% +$257K 0.02% 405
2025
Q1 		$276K Buy
+7,102
New +$291K 0.01% 405
2023
Q3 		– Sell
-5,259
Closed -$342K – 395
2023
Q2 		$342K Sell
5,259
-5,610
-52% -$350K 0.01% 331
2023
Q1 		$691K Buy
10,869
+417
+4% +$26.9K 0.03% 279
2022
Q4 		$613K Buy
+10,452
New +$698K 0.02% 282

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return