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Plante Moran Financial Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Plante Moran Financial 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 		– Sell
-129
Closed -$4.95K – 831
2025
Q2 		$4.95K Sell
129
-241
-65% -$8.9K ﹤0.01% 633
2025
Q1 		$14.4K Buy
+370
New +$15.2K ﹤0.01% 521
2022
Q4 		– Hold
0
– – – 854
2022
Q1 		– Sell
-206
Closed -$17K – 915
2021
Q4 		$17K Hold
206
– – ﹤0.01% 594
2021
Q3 		$17K Hold
206
– – ﹤0.01% 595
2021
Q2 		$15K Sell
206
-2,790
-93% -$180K ﹤0.01% 616
2021
Q1 		$175K Hold
2,996
– – 0.05% 185
2020
Q4 		$185K Hold
2,996
– – 0.06% 181
2020
Q3 		$120K Buy
2,996
+2,705
+930% +$102K 0.04% 215
2020
Q2 		$9K Buy
291
+85
+41% +$2.29K ﹤0.01% 535
2020
Q1 		$4K Hold
206
– – ﹤0.01% 594
2019
Q4 		$6K Hold
206
– – ﹤0.01% 595
2019
Q3 		$5K Hold
206
– – ﹤0.01% 687
2019
Q2 		$5K Hold
206
– – ﹤0.01% 647
2019
Q1 		$6K Hold
206
– – ﹤0.01% 622
2018
Q4 		$6K Hold
206
– – ﹤0.01% 574
2018
Q3 		$7K Hold
206
– – ﹤0.01% 550
2018
Q2 		$7K Hold
206
– – ﹤0.01% 592
2018
Q1 		$7K Hold
206
– – ﹤0.01% 663
2017
Q4 		$8K Hold
206
– – ﹤0.01% 631
2017
Q3 		$8K Buy
+206
New +$6.8K ﹤0.01% 578

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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $467M AUM 13.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Plante Moran Financial Advisors's LIT Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2025, closing a stake of 129 shares — an estimated $4.95K sold.

Plante Moran Financial Advisors first reported a position in LIT in Q3 2017 and held it in 20 quarters. The position peaked at $185K in Q4 2020. 250 funds tracked by Wall St. Rank hold LIT as of Q3 2025.

  • Plante Moran Financial Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 129 Global X Lithium & Battery Tech ETF shares in Q3 2025, an estimated $4.95K.
  • Plante Moran Financial Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q3 2017 and held it in 20 quarters.
  • Plante Moran Financial Advisors's Global X Lithium & Battery Tech ETF position peaked at $185K in Q4 2020.
  • 250 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.