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

Mutual Advisors’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 		– Sell
-13,654
Closed -$886K – 1370
2025
Q4 		$886K Buy
+13,654
New +$841K 0.02% 623
2022
Q4 		– Sell
-3,904
Closed -$258K – 946
2022
Q3 		$258K Buy
3,904
+1,125
+40% +$83.5K 0.01% 759
2022
Q2 		$202K Buy
2,779
+48
+2% +$3.41K 0.01% 791
2022
Q1 		$210K Buy
2,731
+301
+12% +$23K 0.01% 812
2021
Q4 		$205K Buy
+2,430
New +$215K 0.01% 847

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