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TFC Financial Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

TFC Financial 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 		$2.6K Buy
+35
New +$2.5K ﹤0.01% 514
2023
Q4 		– Sell
-200
Closed -$11K – 697
2023
Q3 		$11K Hold
200
– – ﹤0.01% 335
2023
Q2 		$13K Buy
+200
New +$12.5K ﹤0.01% 321

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 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

TFC Financial Management's LIT Position: Q1 2026 in Review

TFC Financial Management opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q1 2026: 35 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #514 among its holdings. This is a return to the name: TFC Financial Management previously reported a position in LIT as recently as Q3 2023.

TFC Financial Management first reported a position in LIT in Q2 2023 and has held it in 3 quarters since. The position peaked at $13K in Q2 2023. 280 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

  • TFC Financial Management held 35 shares of Global X Lithium & Battery Tech ETF worth $2.6K as of Q1 2026.
  • Global X Lithium & Battery Tech ETF was a new TFC Financial Management position in Q1 2026.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #514 holding.
  • TFC Financial Management first reported a position in Global X Lithium & Battery Tech ETF in Q2 2023 and has held it in 3 quarters since.
  • TFC Financial Management's Global X Lithium & Battery Tech ETF position peaked at $13K in Q2 2023.
  • 280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

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