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WealthTrak Capital Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-50
Closed -$1.92K – 540
2025
Q2 		$1.92K Hold
50
– – ﹤0.01% 447
2025
Q1 		$1.94K Hold
50
– – ﹤0.01% 393
2024
Q4 		$2.04K Buy
+50
New +$2.2K ﹤0.01% 316

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthTrak Capital Management's LIT Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2025, closing a stake of 50 shares — an estimated $1.92K sold.

WealthTrak Capital Management first reported a position in LIT in Q4 2024 and held it in 3 quarters. The position peaked at $2.04K in Q4 2024. 249 funds tracked by Wall St. Rank hold LIT as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 50 Global X Lithium & Battery Tech ETF shares in Q3 2025, an estimated $1.92K.
  • WealthTrak Capital Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Global X Lithium & Battery Tech ETF position peaked at $2.04K in Q4 2024.
  • 249 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.