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

NBC Securities’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 		$14K Buy
188
+77
+69% +$5.51K ﹤0.01% 1825
2025
Q4 		$7.2K Hold
111
– – ﹤0.01% 2114
2025
Q3 		$6.31K Sell
111
-786
-88% -$36.1K ﹤0.01% 2135
2025
Q2 		$34K Hold
897
– – ﹤0.01% 1474
2025
Q1 		$34K Buy
897
+896
+89,600% +$36.7K ﹤0.01% 1288
2024
Q4 		$46 Sell
1
-1,211
-100% -$53.4K ﹤0.01% 1051
2024
Q3 		$52K Sell
1,212
-562
-32% -$21.4K ﹤0.01% 1160
2024
Q2 		$68K Sell
1,774
-635
-26% -$27.7K 0.01% 1056
2024
Q1 		$119K Sell
2,409
-1,681
-41% -$74.9K 0.01% 903
2023
Q4 		$208K Sell
4,090
-1,085
-21% -$53.8K 0.02% 712
2023
Q3 		$285K Buy
+5,175
New +$316K 0.03% 573

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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