SHF
LIT icon

Safe Harbor Fiduciary’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Safe Harbor Fiduciary’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
Q2 		– Sell
-12
Closed -$466 – 249
2025
Q1 		$466 Hold
12
– – ﹤0.01% 205
2024
Q4 		$489 Hold
12
– – ﹤0.01% 174
2024
Q3 		$523 Buy
+12
New +$457 ﹤0.01% 182

Other funds holding LIT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Safe Harbor Fiduciary's LIT Position: Q2 2025 in Review

Safe Harbor Fiduciary sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2025, closing a stake of 12 shares — an estimated $466 sold.

Safe Harbor Fiduciary first reported a position in LIT in Q3 2024 and held it in 3 quarters. The position peaked at $523 in Q3 2024. 233 funds tracked by Wall St. Rank hold LIT as of Q2 2025.

  • Safe Harbor Fiduciary reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2025 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 12 Global X Lithium & Battery Tech ETF shares in Q2 2025, an estimated $466.
  • Safe Harbor Fiduciary first reported a position in Global X Lithium & Battery Tech ETF in Q3 2024 and held it in 3 quarters.
  • Safe Harbor Fiduciary's Global X Lithium & Battery Tech ETF position peaked at $523 in Q3 2024.
  • 233 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.