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Rothschild Investment LLC’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Rothschild Investment LLC’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 		$99.8K Hold
1,342
– – 0.01% 888
2025
Q4 		$87K Hold
1,342
– – ﹤0.01% 847
2025
Q3 		$76.3K Hold
1,342
– – ﹤0.01% 878
2025
Q2 		$51.5K Hold
1,342
– – ﹤0.01% 774
2025
Q1 		$52.1K Hold
1,342
– – ﹤0.01% 756
2024
Q4 		$54.7K Buy
1,342
+450
+50% +$19.8K ﹤0.01% 763
2024
Q3 		$38.9K Hold
892
– – ﹤0.01% 843
2024
Q2 		$34.6K Hold
892
– – ﹤0.01% 839
2024
Q1 		$40.4K Sell
892
-175
-16% -$7.8K ﹤0.01% 773
2023
Q4 		$54.4K Buy
+1,067
New +$52.9K ﹤0.01% 641

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

Rothschild Investment LLC's LIT Position: Q1 2026 in Review

Rothschild Investment LLC held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q1 2026 at 1,342 shares worth $99.8K. The position accounts for 0.01% of the portfolio, ranked #888.

Rothschild Investment LLC first reported a position in LIT in Q4 2023 and has held it in 10 quarters since. 280 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

  • Rothschild Investment LLC held 1,342 shares of Global X Lithium & Battery Tech ETF worth $99.8K as of Q1 2026.
  • Rothschild Investment LLC left its Global X Lithium & Battery Tech ETF share count unchanged in Q1 2026.
  • Global X Lithium & Battery Tech ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #888 holding.
  • Rothschild Investment LLC first reported a position in Global X Lithium & Battery Tech ETF in Q4 2023 and has held it in 10 quarters since.
  • 280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.