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

Raffa 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
2025
Q1 		– Sell
-103
Closed -$4.2K – 1107
2024
Q4 		$4.2K Buy
+103
New +$4.54K ﹤0.01% 472

Other funds holding LIT

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raffa Wealth Management's LIT Position: Q1 2025 in Review

Raffa Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2025, closing a stake of 103 shares — an estimated $4.2K sold.

Raffa Wealth Management first reported a position in LIT in Q4 2024 and held it in 1 quarter. The position peaked at $4.2K in Q4 2024. 239 funds tracked by Wall St. Rank hold LIT as of Q1 2025.

  • Raffa Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Raffa Wealth Management sold 103 Global X Lithium & Battery Tech ETF shares in Q1 2025, an estimated $4.2K.
  • Raffa Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2024 and held it in 1 quarter.
  • Raffa Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $4.2K in Q4 2024.
  • 239 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2025.

Based on Raffa Wealth Management's 13F filing for Q1 2025, filed 27 Jul 2026.