Pines Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Pines Wealth 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
2026 Q1	–	Sell	-11,769	Closed	-$763K	–	228
2025 Q4	$763K	Sell	11,769 -114	-1%	-$7.03K	0.25%	96
2025 Q3	$676K	Sell	11,883 -2,041	-15%	-$93.8K	0.23%	100
2025 Q2	$553K	Sell	13,924 -2,288	-14%	-$84.5K	0.2%	123
2025 Q1	$516K	Buy	16,212 +2,552	+19%	+$105K	0.24%	104
2024 Q4	$543K	Buy	+13,660	New	+$602K	0.24%	110

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Pines Wealth Management's LIT Position: Q1 2026 in Review

Pines Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2026, closing a stake of 11,769 shares — an estimated $763K sold.

Pines Wealth Management first reported a position in LIT in Q4 2024 and held it in 5 quarters. The position peaked at $763K in Q4 2025. 280 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

Pines Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2026 after selling out during the quarter.
Pines Wealth Management sold 11,769 Global X Lithium & Battery Tech ETF shares in Q1 2026, an estimated $763K.
Pines Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2024 and held it in 5 quarters.
Pines Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $763K in Q4 2025.
280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.