Rossby Financial
LIT icon

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

Rossby Financial’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
Q3 		$53K Buy
775
+182
+31% +$13.1K 0.01% 894
2026
Q2 		$46.4K Hold
593
– – 0.01% 716
2026
Q1 		$44.1K Buy
593
+58
+11% +$4.15K 0.01% 770
2025
Q4 		$34.7K Hold
535
– – 0.01% 614
2025
Q3 		$30.8K Buy
535
+70
+15% +$3.22K 0.01% 627
2025
Q2 		$17.9K Hold
465
– – 0.01% 673
2025
Q1 		$17.2K Buy
+465
New +$19.1K 0.01% 643

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Lake Hills Wealth Management
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Rossby Financial's LIT Position: Q3 2026 in Review

Rossby Financial increased its Global X Lithium & Battery Tech ETF (LIT) stake by 31% in Q3 2026, buying an estimated $13.1K and bringing the position to 775 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #894.

Rossby Financial first reported a position in LIT in Q1 2025 and has held it in 7 quarters since. 168 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

  • Rossby Financial held 775 shares of Global X Lithium & Battery Tech ETF worth $53K as of Q3 2026.
  • Rossby Financial bought 182 Global X Lithium & Battery Tech ETF shares in Q3 2026, an estimated $13.1K.
  • Global X Lithium & Battery Tech ETF made up 0.01% of Rossby Financial's portfolio in Q3 2026, its #894 holding.
  • Rossby Financial first reported a position in Global X Lithium & Battery Tech ETF in Q1 2025 and has held it in 7 quarters since.
  • 168 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.