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Nalls Sherbakoff Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Nalls Sherbakoff Group’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 		$29.2K Hold
451
– – 0.02% 247
2025
Q3 		$25.6K Buy
451
+2
+0.4% +$92 0.02% 259
2025
Q2 		$17.2K Hold
449
– – 0.01% 288
2025
Q1 		$17.4K Buy
+449
New +$18.4K 0.01% 259
2023
Q4 		$16.6K Buy
+326
New +$16.2K 0.01% 245

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Nalls Sherbakoff Group's LIT Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q4 2025 at 451 shares worth $29.2K. The position accounts for 0.02% of the portfolio, ranked #247.

Nalls Sherbakoff Group first reported a position in LIT in Q4 2023 and has held it in 5 quarters since. 279 funds tracked by Wall St. Rank hold LIT as of Q4 2025.

  • Nalls Sherbakoff Group held 451 shares of Global X Lithium & Battery Tech ETF worth $29.2K as of Q4 2025.
  • Nalls Sherbakoff Group left its Global X Lithium & Battery Tech ETF share count unchanged in Q4 2025.
  • Global X Lithium & Battery Tech ETF made up 0.02% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #247 holding.
  • Nalls Sherbakoff Group first reported a position in Global X Lithium & Battery Tech ETF in Q4 2023 and has held it in 5 quarters since.
  • 279 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.