Synergy Asset Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Synergy Asset 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	-8,901	Closed	-$577K	–	284
2025 Q4	$577K	Buy	+8,901	New	+$549K	0.06%	124
2025 Q1	–	Sell	-25	Closed	-$1.09K	–	508
2024 Q4	$1.09K	Buy	+25	New	+$1.1K	﹤0.01%	715
2023 Q2	–	Sell	-3,491	Closed	-$222K	–	112
2023 Q1	$222K	Buy	+3,491	New	+$225K	0.05%	105
2022 Q4	–	Sell	-3,414	Closed	-$225K	–	124
2022 Q3	$225K	Sell	3,414 -1,088	-24%	-$80.8K	0.06%	98
2022 Q2	$326K	Buy	+4,502	New	+$320K	0.09%	78
2022 Q1	–	Sell	-2,742	Closed	-$231K	–	112
2021 Q4	$231K	Sell	2,742 -1,669	-38%	-$148K	0.06%	96
2021 Q3	$362K	Buy	+4,411	New	+$362K	0.08%	66

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Synergy Asset Management's LIT Position: Q1 2026 in Review

Synergy Asset Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2026, closing a stake of 8,901 shares — an estimated $577K sold.

Synergy Asset Management first reported a position in LIT in Q3 2021 and held it in 7 quarters. The position peaked at $577K in Q4 2025. 281 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

Synergy Asset Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2026 after selling out during the quarter.
Synergy Asset Management sold 8,901 Global X Lithium & Battery Tech ETF shares in Q1 2026, an estimated $577K.
Synergy Asset Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 7 quarters.
Synergy Asset Management's Global X Lithium & Battery Tech ETF position peaked at $577K in Q4 2025.
281 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.