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SFG Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

SFG Wealth 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 		– Sell
-3,801
Closed -$247K – 118
2025
Q4 		$247K Buy
+3,801
New +$234K 0.1% 121

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFG Wealth Management's LIT Position: Q1 2026 in Review

SFG Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2026, closing a stake of 3,801 shares — an estimated $247K sold.

SFG Wealth Management first reported a position in LIT in Q4 2025 and held it in 1 quarter. The position peaked at $247K in Q4 2025. 281 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

  • SFG Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2026 after selling out during the quarter.
  • SFG Wealth Management sold 3,801 Global X Lithium & Battery Tech ETF shares in Q1 2026, an estimated $247K.
  • SFG Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2025 and held it in 1 quarter.
  • SFG Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $247K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.