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Waverly Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Waverly Advisors’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
2024
Q4 		– Sell
-10,620
Closed -$463K – 1010
2024
Q3 		$463K Buy
10,620
+9
+0.1% +$343 0.01% 601
2024
Q2 		$412K Buy
10,611
+15
+0.1% +$654 0.01% 617
2024
Q1 		$480K Sell
10,596
-374
-3% -$16.7K 0.01% 488
2023
Q4 		$559K Sell
10,970
-43
-0.4% -$2.13K 0.02% 282
2023
Q3 		$608K Buy
11,013
+39
+0.4% +$2.38K 0.03% 241
2023
Q2 		$714K Buy
10,974
+44
+0.4% +$2.74K 0.03% 210
2023
Q1 		$695K Buy
10,930
+1,172
+12% +$75.6K 0.04% 162
2022
Q4 		$572K Hold
9,758
– – 0.03% 158
2022
Q3 		$645K Buy
9,758
+3,090
+46% +$229K 0.05% 136
2022
Q2 		$484K Hold
6,668
– – 0.04% 132
2022
Q1 		$513K Hold
6,668
– – 0.04% 115
2021
Q4 		$498K Buy
6,668
+325
+5% +$28.8K 0.04% 118
2021
Q3 		$608K Buy
+6,343
New +$520K 0.05% 109

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Waverly Advisors's LIT Position: Q4 2024 in Review

Waverly Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2024, closing a stake of 10,620 shares — an estimated $463K sold.

Waverly Advisors first reported a position in LIT in Q3 2021 and held it in 13 quarters. The position peaked at $714K in Q2 2023. 267 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

  • Waverly Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Waverly Advisors sold 10,620 Global X Lithium & Battery Tech ETF shares in Q4 2024, an estimated $463K.
  • Waverly Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 13 quarters.
  • Waverly Advisors's Global X Lithium & Battery Tech ETF position peaked at $714K in Q2 2023.
  • 267 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on Waverly Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.