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VSM Wealth Advisory’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

VSM Wealth 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
Q2 		– Sell
-103
Closed -$3.99K – 524
2025
Q1 		$3.99K Hold
103
– – ﹤0.01% 420
2024
Q4 		$4.18K Buy
+103
New +$4.54K ﹤0.01% 409

Other funds holding LIT

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VSM Wealth Advisory's LIT Position: Q2 2025 in Review

VSM Wealth Advisory sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2025, closing a stake of 103 shares — an estimated $3.99K sold.

VSM Wealth Advisory first reported a position in LIT in Q4 2024 and held it in 2 quarters. The position peaked at $4.18K in Q4 2024. 233 funds tracked by Wall St. Rank hold LIT as of Q2 2025.

  • VSM Wealth Advisory reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2025 after selling out during the quarter.
  • VSM Wealth Advisory sold 103 Global X Lithium & Battery Tech ETF shares in Q2 2025, an estimated $3.99K.
  • VSM Wealth Advisory first reported a position in Global X Lithium & Battery Tech ETF in Q4 2024 and held it in 2 quarters.
  • VSM Wealth Advisory's Global X Lithium & Battery Tech ETF position peaked at $4.18K in Q4 2024.
  • 233 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2025.

Based on VSM Wealth Advisory's 13F filing for Q2 2025, filed 11 Aug 2025.