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Wood Tarver Financial Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Wood Tarver Financial Group’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
-24
Closed – – 422
2025
Q2 		$0 Hold
24
– – ﹤0.01% 648
2025
Q1 		$932 Hold
24
– – ﹤0.01% 585
2024
Q4 		$0 Buy
+24
New +$1.06K ﹤0.01% 699

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

Wood Tarver Financial Group's LIT Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2025, closing a stake of 24 shares.

Wood Tarver Financial Group first reported a position in LIT in Q4 2024 and held it in 3 quarters. The position peaked at $932 in Q1 2025. 249 funds tracked by Wall St. Rank hold LIT as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 24 Global X Lithium & Battery Tech ETF shares in Q3 2025.
  • Wood Tarver Financial Group first reported a position in Global X Lithium & Battery Tech ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Global X Lithium & Battery Tech ETF position peaked at $932 in Q1 2025.
  • 249 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.