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

ACG Wealth’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
2022
Q3 		– Sell
-2,037
Closed -$148K – 674
2022
Q2 		$148K Buy
+2,037
New +$145K 0.03% 279
2022
Q1 		– Sell
-2,780
Closed -$235K – 311
2021
Q4 		$235K Buy
+2,780
New +$246K 0.03% 288

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ACG Wealth's LIT Position: Q3 2022 in Review

ACG Wealth sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2022, closing a stake of 2,037 shares — an estimated $148K sold.

ACG Wealth first reported a position in LIT in Q4 2021 and held it in 2 quarters. The position peaked at $235K in Q4 2021. 429 funds tracked by Wall St. Rank hold LIT as of Q3 2022.

  • ACG Wealth reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 2,037 Global X Lithium & Battery Tech ETF shares in Q3 2022, an estimated $148K.
  • ACG Wealth first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 2 quarters.
  • ACG Wealth's Global X Lithium & Battery Tech ETF position peaked at $235K in Q4 2021.
  • 429 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.