RWPA
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Richard W. Paul & Associates’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Richard W. Paul & Associates’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 		$5.65K Hold
76
– – ﹤0.01% 234
2025
Q4 		$4.93K Buy
76
+43
+130% +$2.65K ﹤0.01% 235
2025
Q3 		$1.88K Sell
33
-35
-51% -$1.61K ﹤0.01% 284
2025
Q2 		$2.61K Buy
68
+23
+51% +$849 ﹤0.01% 288
2025
Q1 		$1.75K Sell
45
-155
-78% -$6.36K ﹤0.01% 295
2024
Q4 		$8.16K Sell
200
-8
-4% -$353 ﹤0.01% 322
2024
Q3 		$9.07K Hold
208
– – ﹤0.01% 317
2024
Q2 		$8.07K Sell
208
-29
-12% -$1.26K ﹤0.01% 319
2024
Q1 		$10.8K Sell
237
-61
-20% -$2.72K ﹤0.01% 312
2023
Q4 		$15.2K Buy
298
+7
+2% +$347 0.01% 275
2023
Q3 		$16.1K Sell
291
-5
-2% -$305 0.01% 262
2023
Q2 		$19.3K Buy
296
+4
+1% +$249 0.01% 271
2023
Q1 		$18.6K Sell
292
-1
-0.3% -$65 0.01% 276
2022
Q4 		$17.2K Buy
+293
New +$19.6K 0.01% 278

Other funds holding LIT

LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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 $3.01B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return