UB
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UMB Bank’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

UMB Bank’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 		$5.21K Hold
70
– – ﹤0.01% 2030
2025
Q4 		$4.54K Hold
70
– – ﹤0.01% 2038
2025
Q3 		$3.98K Hold
70
– – ﹤0.01% 1931
2025
Q2 		$2.69K Hold
70
– – ﹤0.01% 1963
2025
Q1 		$2.72K Hold
70
– – ﹤0.01% 1915
2024
Q4 		$2.85K Hold
70
– – ﹤0.01% 1864
2024
Q3 		$3.05K Hold
70
– – ﹤0.01% 1875
2024
Q2 		$2.72K Hold
70
– – ﹤0.01% 1662
2024
Q1 		$3.17K Sell
70
-219
-76% -$9.76K ﹤0.01% 1436
2023
Q4 		$14.7K Buy
289
+219
+313% +$10.9K ﹤0.01% 1164
2023
Q3 		$3.86K Hold
70
– – ﹤0.01% 1460
2023
Q2 		$4.55K Hold
70
– – ﹤0.01% 1427
2023
Q1 		$4.45K Sell
70
-92
-57% -$5.93K ﹤0.01% 1435
2022
Q4 		$10K Buy
162
+15
+10% +$1K ﹤0.01% 1307
2022
Q3 		$10K Buy
147
+7
+5% +$520 ﹤0.01% 1311
2022
Q2 		$10K Hold
140
– – ﹤0.01% 1398
2022
Q1 		$11K Hold
140
– – ﹤0.01% 1461
2021
Q4 		$12K Buy
+140
New +$12.4K ﹤0.01% 1407

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