MTM Investment Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

MTM Investment 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	$149K	Hold	2,000	–	–	0.05%	228
2025 Q4	$130K	Hold	2,000	–	–	0.04%	240
2025 Q3	$114K	Hold	2,000	–	–	0.04%	254
2025 Q2	$76.8K	Buy	+2,000	New	+$73.8K	0.03%	293
2022 Q3	–	Sell	-2,750	Closed	-$197K	–	268
2022 Q2	$197K	Hold	2,750	–	–	0.11%	169
2022 Q1	$212K	Hold	2,750	–	–	0.1%	175
2021 Q4	$232K	Hold	2,750	–	–	0.11%	168
2021 Q3	$225K	Sell	2,750 -250	-8%	-$20.5K	0.12%	154
2021 Q2	$217K	Buy	+3,000	New	+$193K	0.11%	156

Other funds holding LIT

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 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

MTM Investment Management's LIT Position: Q1 2026 in Review

MTM Investment Management held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q1 2026 at 2,000 shares worth $149K. The position accounts for 0.05% of the portfolio, ranked #228.

MTM Investment Management first reported a position in LIT in Q2 2021 and has held it in 9 quarters since. The position peaked at $232K in Q4 2021. 280 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

MTM Investment Management held 2,000 shares of Global X Lithium & Battery Tech ETF worth $149K as of Q1 2026.
MTM Investment Management left its Global X Lithium & Battery Tech ETF share count unchanged in Q1 2026.
Global X Lithium & Battery Tech ETF made up 0.05% of MTM Investment Management's portfolio in Q1 2026, its #228 holding.
MTM Investment Management first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and has held it in 9 quarters since.
MTM Investment Management's Global X Lithium & Battery Tech ETF position peaked at $232K in Q4 2021.
280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.