Stonebridge Financial Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$299K Sell
4,372
-1,166
-21% -$84.1K 0.04% 209
2026
Q2
$435K Buy
+5,538
New +$458K 0.06% 185

Other funds holding LIT

Stonebridge Financial Group's LIT Position: Q3 2026 in Review

Stonebridge Financial Group reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 21% in Q3 2026, selling an estimated $84.1K and leaving 4,372 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #209.

Stonebridge Financial Group first reported a position in LIT in Q2 2026 and has held it in 2 quarters since. The position peaked at $435K in Q2 2026. 235 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

  • Stonebridge Financial Group held 4,372 shares of Global X Lithium & Battery Tech ETF worth $299K as of Q3 2026.
  • Stonebridge Financial Group sold 1,166 Global X Lithium & Battery Tech ETF shares in Q3 2026, an estimated $84.1K.
  • Global X Lithium & Battery Tech ETF made up 0.04% of Stonebridge Financial Group's portfolio in Q3 2026, its #209 holding.
  • Stonebridge Financial Group first reported a position in Global X Lithium & Battery Tech ETF in Q2 2026 and has held it in 2 quarters since.
  • Stonebridge Financial Group's Global X Lithium & Battery Tech ETF position peaked at $435K in Q2 2026.
  • 235 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.