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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 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

Mutual Advisors's LIT Position: Q1 2026 in Review

Mutual Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2026, closing a stake of 13,654 shares — an estimated $886K sold.

Mutual Advisors first reported a position in LIT in Q4 2021 and held it in 5 quarters. The position peaked at $886K in Q4 2025. 281 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

Mutual Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2026 after selling out during the quarter.
Mutual Advisors sold 13,654 Global X Lithium & Battery Tech ETF shares in Q1 2026, an estimated $886K.
Mutual Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 5 quarters.
Mutual Advisors's Global X Lithium & Battery Tech ETF position peaked at $886K in Q4 2025.
281 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.