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Sigma Planning Corp’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Sigma Planning Corp’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
Q1 		– Sell
-7,081
Closed -$289K – 1252
2024
Q4 		$289K Sell
7,081
-497
-7% -$21.9K 0.01% 943
2024
Q3 		$330K Sell
7,578
-525
-6% -$20K 0.01% 918
2024
Q2 		$314K Sell
8,103
-1,131
-12% -$49.3K 0.01% 908
2024
Q1 		$418K Buy
9,234
+2,120
+30% +$94.5K 0.01% 837
2023
Q4 		$362K Sell
7,114
-4,260
-37% -$211K 0.03% 572
2023
Q3 		$628K Sell
11,374
-4,805
-30% -$294K 0.02% 613
2023
Q2 		$1.05M Sell
16,179
-1,549
-9% -$96.6K 0.04% 436
2023
Q1 		$1.13M Sell
17,728
-75
-0.4% -$4.84K 0.04% 456
2022
Q4 		$1.04M Sell
17,803
-1,108
-6% -$74K 0.04% 463
2022
Q3 		$1.25M Buy
18,911
+656
+4% +$48.7K 0.05% 379
2022
Q2 		$1.33M Buy
18,255
+2,352
+15% +$167K 0.05% 373
2022
Q1 		$1.22M Sell
15,903
-1,817
-10% -$139K 0.04% 458
2021
Q4 		$1.5M Buy
17,720
+3,584
+25% +$318K 0.04% 398
2021
Q3 		$1.16M Sell
14,136
-5,478
-28% -$449K 0.03% 494
2021
Q2 		$1.42M Buy
19,614
+12,115
+162% +$780K 0.04% 432
2021
Q1 		$438K Sell
7,499
-4,760
-39% -$311K 0.01% 816
2020
Q4 		$759K Buy
+12,259
New +$608K 0.03% 532
2018
Q2 		– Sell
-6,930
Closed -$229K – 927
2018
Q1 		$229K Buy
6,930
+343
+5% +$12.5K 0.02% 723
2017
Q4 		$255K Buy
+6,587
New +$259K 0.02% 673

Other funds holding LIT

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sigma Planning Corp's LIT Position: Q1 2025 in Review

Sigma Planning Corp sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2025, closing a stake of 7,081 shares — an estimated $289K sold.

Sigma Planning Corp first reported a position in LIT in Q4 2017 and held it in 19 quarters. The position peaked at $1.5M in Q4 2021. 239 funds tracked by Wall St. Rank hold LIT as of Q1 2025.

  • Sigma Planning Corp reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 7,081 Global X Lithium & Battery Tech ETF shares in Q1 2025, an estimated $289K.
  • Sigma Planning Corp first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and held it in 19 quarters.
  • Sigma Planning Corp's Global X Lithium & Battery Tech ETF position peaked at $1.5M in Q4 2021.
  • 239 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2025.

Based on Sigma Planning Corp's 13F filing for Q1 2025, filed 2 May 2025.