WFA Asset Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

WFA Asset 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	$39K	Buy	894 +5	+0.6%	+$230	0.02%	115
2025 Q2	$34.5K	Hold	889	–	–	0.02%	116
2025 Q1	$40.3K	Sell	889 -5	-0.6%	-$205	0.02%	114
2024 Q4	$36.5K	Hold	894	–	–	0.02%	133
2024 Q3	$39K	Buy	894 +5	+0.6%	+$190	0.02%	116
2024 Q2	$34.5K	Hold	889	–	–	0.02%	117
2024 Q1	$40.3K	Buy	889 +7	+0.8%	+$312	0.02%	115
2023 Q4	$44.9K	Buy	882 +574	+186%	+$28.5K	0.02%	96
2023 Q3	$17K	Buy	+308	New	+$18.8K	0.01%	151

Other funds holding LIT

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFA Asset Management's LIT Position: Q3 2025 in Review

WFA Asset Management increased its Global X Lithium & Battery Tech ETF (LIT) stake by 0.56% in Q3 2025, buying an estimated $230 and bringing the position to 894 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #115.

WFA Asset Management first reported a position in LIT in Q3 2023 and has held it in 9 quarters since. The position peaked at $44.9K in Q4 2023. 249 funds tracked by Wall St. Rank hold LIT as of Q3 2025.

WFA Asset Management held 894 shares of Global X Lithium & Battery Tech ETF worth $39K as of Q3 2025.
WFA Asset Management bought 5 Global X Lithium & Battery Tech ETF shares in Q3 2025, an estimated $230.
Global X Lithium & Battery Tech ETF made up 0.02% of WFA Asset Management's portfolio in Q3 2025, its #115 holding.
WFA Asset Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2023 and has held it in 9 quarters since.
WFA Asset Management's Global X Lithium & Battery Tech ETF position peaked at $44.9K in Q4 2023.
249 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.