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

Optimum Investment 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
2025 Q3	$11.4K	Hold	200	–	–	﹤0.01%	499
2025 Q2	$7.68K	Hold	200	–	–	﹤0.01%	525
2025 Q1	$7.76K	Hold	200	–	–	﹤0.01%	534
2024 Q4	$8.16K	Buy	+200	New	+$8.82K	﹤0.01%	527
2021 Q3	–	Sell	-1,000	Closed	-$72K	–	886
2021 Q2	$72K	Hold	1,000	–	–	0.02%	432
2021 Q1	$58K	Hold	1,000	–	–	0.02%	471
2020 Q4	$62K	Hold	1,000	–	–	0.02%	440
2020 Q3	$40K	Hold	1,000	–	–	0.01%	480
2020 Q2	$32K	Hold	1,000	–	–	0.01%	518
2020 Q1	$22K	Hold	1,000	–	–	0.01%	556
2019 Q4	$27K	Hold	1,000	–	–	0.01%	622
2019 Q3	$24K	Buy	+1,000	New	+$24.8K	0.01%	648

Other funds holding LIT

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Optimum Investment Advisors's LIT Position: Q3 2025 in Review

Optimum Investment Advisors held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q3 2025 at 200 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Optimum Investment Advisors first reported a position in LIT in Q3 2019 and has held it in 12 quarters since. The position peaked at $72K in Q2 2021. 249 funds tracked by Wall St. Rank hold LIT as of Q3 2025.

Optimum Investment Advisors held 200 shares of Global X Lithium & Battery Tech ETF worth $11.4K as of Q3 2025.
Optimum Investment Advisors left its Global X Lithium & Battery Tech ETF share count unchanged in Q3 2025.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #499 holding.
Optimum Investment Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q3 2019 and has held it in 12 quarters since.
Optimum Investment Advisors's Global X Lithium & Battery Tech ETF position peaked at $72K in Q2 2021.
249 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.