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

MOTCO’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 Q4	–	Sell	-3	Closed	-$171	–	644
2025 Q3	$171	Buy	+3	New	+$138	﹤0.01%	643

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MOTCO's LIT Position: Q4 2025 in Review

MOTCO sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2025, closing a stake of 3 shares — an estimated $171 sold.

MOTCO first reported a position in LIT in Q3 2025 and held it in 1 quarter. The position peaked at $171 in Q3 2025. 279 funds tracked by Wall St. Rank hold LIT as of Q4 2025.

MOTCO reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2025 after selling out during the quarter.
MOTCO sold 3 Global X Lithium & Battery Tech ETF shares in Q4 2025, an estimated $171.
MOTCO first reported a position in Global X Lithium & Battery Tech ETF in Q3 2025 and held it in 1 quarter.
MOTCO's Global X Lithium & Battery Tech ETF position peaked at $171 in Q3 2025.
279 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2025.

Based on MOTCO's 13F filing for Q4 2025, filed 6 Feb 2026.