RFP
LIT icon

Root Financial Partners’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-4
Closed -$297 – 1962
2026
Q1 		$297 Sell
4
-1,129
-100% -$80.8K ﹤0.01% 3044
2025
Q4 		$73.5K Buy
1,133
+1,118
+7,453% +$68.9K ﹤0.01% 578
2025
Q3 		$853 Buy
+15
New +$690 ﹤0.01% 2084

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 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
CWM
Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Root Financial Partners's LIT Position: Q2 2026 in Review

Root Financial Partners sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2026, closing a stake of 4 shares — an estimated $297 sold.

Root Financial Partners first reported a position in LIT in Q3 2025 and held it in 3 quarters. The position peaked at $73.5K in Q4 2025. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Root Financial Partners reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $297.
  • Root Financial Partners first reported a position in Global X Lithium & Battery Tech ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Global X Lithium & Battery Tech ETF position peaked at $73.5K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.