Access Financial Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Access Financial Services’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 Q2	–	Sell	-4,770	Closed	-$303K	–	84
2023 Q1	$303K	Hold	4,770	–	–	0.18%	78
2022 Q4	$280K	Sell	4,770 -9	-0.2%	-$601	0.17%	84
2022 Q3	$316K	Hold	4,779	–	–	0.2%	81
2022 Q2	$347K	Hold	4,779	–	–	0.2%	87
2022 Q1	$368K	Hold	4,779	–	–	0.18%	97
2021 Q4	$404K	Buy	+4,779	New	+$424K	0.18%	93

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

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

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

Access Financial Services's LIT Position: Q2 2023 in Review

Access Financial Services sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2023, closing a stake of 4,770 shares — an estimated $303K sold.

Access Financial Services first reported a position in LIT in Q4 2021 and held it in 6 quarters. The position peaked at $404K in Q4 2021. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

Access Financial Services reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2023 after selling out during the quarter.
Access Financial Services sold 4,770 Global X Lithium & Battery Tech ETF shares in Q2 2023, an estimated $303K.
Access Financial Services first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 6 quarters.
Access Financial Services's Global X Lithium & Battery Tech ETF position peaked at $404K in Q4 2021.
421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on Access Financial Services's 13F filing for Q2 2023, filed 8 Aug 2023.