Northwest Capital Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Northwest Capital 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
2025 Q4	–	Sell	-462	Closed	-$26.3K	–	172
2025 Q3	$26.3K	Hold	462	–	–	0.03%	150
2025 Q2	$17.7K	Hold	462	–	–	0.01%	232
2025 Q1	$17.9K	Hold	462	–	–	0.01%	259
2024 Q4	$18.8K	Hold	462	–	–	0.01%	257
2024 Q3	$20.1K	Hold	462	–	–	0.01%	256
2024 Q2	$17.9K	Hold	462	–	–	0.01%	259
2024 Q1	$20.9K	Hold	462	–	–	0.01%	303
2023 Q4	$23.5K	Hold	462	–	–	0.01%	284
2023 Q3	$25.5K	Hold	462	–	–	0.01%	258
2023 Q2	$30K	Buy	+462	New	+$28.8K	0.01%	252

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

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

Northwest Capital Management's LIT Position: Q4 2025 in Review

Northwest Capital Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2025, closing a stake of 462 shares — an estimated $26.3K sold.

Northwest Capital Management first reported a position in LIT in Q2 2023 and held it in 10 quarters. The position peaked at $30K in Q2 2023. 279 funds tracked by Wall St. Rank hold LIT as of Q4 2025.

Northwest Capital Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 462 Global X Lithium & Battery Tech ETF shares in Q4 2025, an estimated $26.3K.
Northwest Capital Management first reported a position in Global X Lithium & Battery Tech ETF in Q2 2023 and held it in 10 quarters.
Northwest Capital Management's Global X Lithium & Battery Tech ETF position peaked at $30K in Q2 2023.
279 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.