Accel Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Accel Wealth 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
2023 Q3	–	Sell	-3,242	Closed	-$211K	–	174
2023 Q2	$211K	Hold	3,242	–	–	0.12%	160
2023 Q1	$206K	Sell	3,242 -329	-9%	-$21.2K	0.08%	213
2022 Q4	$209K	Sell	3,571 -602	-14%	-$40.2K	0.1%	155
2022 Q3	$292K	Hold	4,173	–	–	0.16%	126
2022 Q2	$297K	Buy	4,173 +212	+5%	+$15.1K	0.17%	111
2022 Q1	$310K	Buy	3,961 +410	+12%	+$31.4K	0.16%	110
2021 Q4	$300K	Buy	+3,551	New	+$315K	0.15%	116

Other funds holding LIT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accel Wealth Management's LIT Position: Q3 2023 in Review

Accel Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 3,242 shares — an estimated $211K sold.

Accel Wealth Management first reported a position in LIT in Q4 2021 and held it in 7 quarters. The position peaked at $310K in Q1 2022. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

Accel Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
Accel Wealth Management sold 3,242 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $211K.
Accel Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 7 quarters.
Accel Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $310K in Q1 2022.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Accel Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.