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Primoris Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Primoris Wealth 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
2026
Q1 		– Sell
-10,400
Closed -$675K – 110
2025
Q4 		$675K Buy
+10,400
New +$641K 0.4% 56

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 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

Primoris Wealth Advisors's LIT Position: Q1 2026 in Review

Primoris Wealth Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2026, closing a stake of 10,400 shares — an estimated $675K sold.

Primoris Wealth Advisors first reported a position in LIT in Q4 2025 and held it in 1 quarter. The position peaked at $675K in Q4 2025. 281 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

  • Primoris Wealth Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2026 after selling out during the quarter.
  • Primoris Wealth Advisors sold 10,400 Global X Lithium & Battery Tech ETF shares in Q1 2026, an estimated $675K.
  • Primoris Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2025 and held it in 1 quarter.
  • Primoris Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $675K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.