Toth Financial Advisory’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Toth Financial Advisory’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	-60	Closed	-$3.41K	–	962
2025 Q3	$3.41K	Hold	60	–	–	﹤0.01%	652
2025 Q2	$2.3K	Hold	60	–	–	﹤0.01%	626
2025 Q1	$2.33K	Hold	60	–	–	﹤0.01%	589
2024 Q4	$2.45K	Hold	60	–	–	﹤0.01%	563
2024 Q3	$2.62K	Hold	60	–	–	﹤0.01%	571
2024 Q2	$2.33K	Hold	60	–	–	﹤0.01%	593
2024 Q1	$2.72K	Sell	60 -400	-87%	-$17.8K	﹤0.01%	577
2023 Q4	$23.4K	Hold	460	–	–	﹤0.01%	372
2023 Q3	$25.4K	Hold	460	–	–	﹤0.01%	340
2023 Q2	$29.9K	Hold	460	–	–	﹤0.01%	330
2023 Q1	$29.2K	Hold	460	–	–	﹤0.01%	337
2022 Q4	$27K	Hold	460	–	–	﹤0.01%	349
2022 Q3	$30K	Hold	460	–	–	0.01%	331
2022 Q2	$33K	Hold	460	–	–	0.01%	317
2022 Q1	$35K	Buy	460 +170	+59%	+$13K	0.01%	322
2021 Q4	$24K	Hold	290	–	–	﹤0.01%	375
2021 Q3	$24K	Buy	290 +60	+26%	+$4.92K	﹤0.01%	377
2021 Q2	$17K	Buy	+230	New	+$14.8K	﹤0.01%	402
2018 Q2	–	Sell	-300	Closed	-$10K	–	447
2018 Q1	$10K	Hold	300	–	–	﹤0.01%	318
2017 Q4	$12K	Buy	+300	New	+$11.8K	﹤0.01%	309

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 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

Toth Financial Advisory's LIT Position: Q4 2025 in Review

Toth Financial Advisory sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2025, closing a stake of 60 shares — an estimated $3.41K sold.

Toth Financial Advisory first reported a position in LIT in Q4 2017 and held it in 20 quarters. The position peaked at $35K in Q1 2022. 279 funds tracked by Wall St. Rank hold LIT as of Q4 2025.

Toth Financial Advisory reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2025 after selling out during the quarter.
Toth Financial Advisory sold 60 Global X Lithium & Battery Tech ETF shares in Q4 2025, an estimated $3.41K.
Toth Financial Advisory first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and held it in 20 quarters.
Toth Financial Advisory's Global X Lithium & Battery Tech ETF position peaked at $35K in Q1 2022.
279 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2025.

Based on Toth Financial Advisory's 13F filing for Q4 2025, filed 20 Jan 2026.