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Sage Capital Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Sage Capital Management’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 		$962K Buy
12,942
+30
+0.2% +$2.15K 0.45% 60
2025
Q4 		$838K Buy
12,912
+191
+2% +$11.8K 0.39% 59
2025
Q3 		$723K Buy
12,721
+366
+3% +$16.8K 0.33% 67
2025
Q2 		$474K Hold
12,355
– – 0.23% 84
2025
Q1 		$479K Buy
12,355
+285
+2% +$11.7K 0.26% 83
2024
Q4 		$492K Sell
12,070
-3,227
-21% -$142K 0.25% 88
2024
Q3 		$667K Buy
15,297
+71
+0.5% +$2.71K 0.32% 70
2024
Q2 		$591K Hold
15,226
– – 0.31% 73
2024
Q1 		$690K Buy
15,226
+833
+6% +$37.1K 0.37% 65
2023
Q4 		$733K Buy
+14,393
New +$714K 0.44% 61

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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