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Shufro Rose & Co’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Shufro Rose & Co’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
Q4 		– Sell
-15,550
Closed -$603K – 326
2025
Q3 		$603K Hold
15,550
– – 0.05% 156
2025
Q2 		$603K Hold
15,550
– – 0.05% 158
2025
Q1 		$603K Sell
15,550
-1,000
-6% -$41K 0.05% 162
2024
Q4 		$675K Buy
16,550
+1,800
+12% +$79.4K 0.05% 143
2024
Q3 		$572K Hold
14,750
– – 0.05% 162
2024
Q2 		$572K Hold
14,750
– – 0.05% 162
2024
Q1 		$668K Sell
14,750
-400
-3% -$17.8K 0.06% 138
2023
Q4 		$836K Sell
15,150
-500
-3% -$24.8K 0.08% 115
2023
Q3 		$863K Buy
15,650
+1,600
+11% +$97.8K 0.08% 114
2023
Q2 		$914K Buy
14,050
+1,200
+9% +$74.8K 0.08% 116
2023
Q1 		$817K Buy
12,850
+2,900
+29% +$187K 0.08% 127
2022
Q4 		$583K Buy
9,950
+1,975
+25% +$132K 0.05% 156
2022
Q3 		$527K Buy
7,975
+3,700
+87% +$275K 0.05% 155
2022
Q2 		$310K Buy
+4,275
New +$304K 0.03% 220
2019
Q4 		– Sell
-21,888
Closed -$533K – 338
2019
Q3 		$533K Sell
21,888
-900
-4% -$22.3K 0.05% 151
2019
Q2 		$595K Buy
22,788
+1,050
+5% +$28.3K 0.06% 147
2019
Q1 		$615K Buy
21,738
+110
+0.5% +$3.14K 0.06% 147
2018
Q4 		$584K Sell
21,628
-567
-3% -$17.2K 0.06% 152
2018
Q3 		$731K Sell
22,195
-200
-0.9% -$6.46K 0.07% 150
2018
Q2 		$728K Sell
22,395
-1
-0% -$33 0.07% 144
2018
Q1 		$739K Buy
22,396
+201
+0.9% +$7.33K 0.07% 142
2017
Q4 		$860K Hold
22,195
– – 0.08% 132
2017
Q3 		$830K Buy
+22,195
New +$733K 0.08% 134

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Shufro Rose & Co's LIT Position: Q4 2025 in Review

Shufro Rose & Co sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2025, closing a stake of 15,550 shares — an estimated $603K sold.

Shufro Rose & Co first reported a position in LIT in Q3 2017 and held it in 23 quarters. The position peaked at $914K in Q2 2023. 279 funds tracked by Wall St. Rank hold LIT as of Q4 2025.

  • Shufro Rose & Co reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Shufro Rose & Co sold 15,550 Global X Lithium & Battery Tech ETF shares in Q4 2025, an estimated $603K.
  • Shufro Rose & Co first reported a position in Global X Lithium & Battery Tech ETF in Q3 2017 and held it in 23 quarters.
  • Shufro Rose & Co's Global X Lithium & Battery Tech ETF position peaked at $914K in Q2 2023.
  • 279 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2025.

Based on Shufro Rose & Co's 13F filing for Q4 2025, filed 9 Feb 2026.