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Pinney & Scofield’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Pinney & Scofield’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
-85
Closed -$4.83K – 219
2025
Q3 		$4.83K Sell
85
-100
-54% -$4.6K ﹤0.01% 190
2025
Q2 		$7.1K Hold
185
– – ﹤0.01% 184
2025
Q1 		$7.18K Hold
185
– – 0.01% 181
2024
Q4 		$7.54K Buy
+185
New +$8.16K 0.01% 182

Other funds holding LIT

LPL Financial
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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 $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pinney & Scofield's LIT Position: Q4 2025 in Review

Pinney & Scofield sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2025, closing a stake of 85 shares — an estimated $4.83K sold.

Pinney & Scofield first reported a position in LIT in Q4 2024 and held it in 4 quarters. The position peaked at $7.54K in Q4 2024. 279 funds tracked by Wall St. Rank hold LIT as of Q4 2025.

  • Pinney & Scofield reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Pinney & Scofield sold 85 Global X Lithium & Battery Tech ETF shares in Q4 2025, an estimated $4.83K.
  • Pinney & Scofield first reported a position in Global X Lithium & Battery Tech ETF in Q4 2024 and held it in 4 quarters.
  • Pinney & Scofield's Global X Lithium & Battery Tech ETF position peaked at $7.54K in Q4 2024.
  • 279 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2025.

Based on Pinney & Scofield's 13F filing for Q4 2025, filed 13 Feb 2026.