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

Acorn Wealth Advisors’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	-3,850	Closed	-$245K	–	175
2023 Q1	$245K	Buy	3,850 +9	+0.2%	+$581	0.18%	141
2022 Q4	$225K	Hold	3,841	–	–	0.17%	138
2022 Q3	$254K	Buy	3,841 +3	+0.1%	+$223	0.21%	118
2022 Q2	$279K	Buy	3,838 +125	+3%	+$8.89K	0.22%	120
2022 Q1	$286K	Buy	3,713 +7	+0.2%	+$536	0.2%	131
2021 Q4	$313K	Buy	3,706 +227	+7%	+$20.1K	0.2%	125
2021 Q3	$285K	Buy	+3,479	New	+$285K	0.2%	125

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 $67.7B AUM 51.91% 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

Acorn Wealth Advisors's LIT Position: Q2 2023 in Review

Acorn Wealth Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2023, closing a stake of 3,850 shares — an estimated $245K sold.

Acorn Wealth Advisors first reported a position in LIT in Q3 2021 and held it in 7 quarters. The position peaked at $313K in Q4 2021. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

Acorn Wealth Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2023 after selling out during the quarter.
Acorn Wealth Advisors sold 3,850 Global X Lithium & Battery Tech ETF shares in Q2 2023, an estimated $245K.
Acorn Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 7 quarters.
Acorn Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $313K in Q4 2021.
421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on Acorn Wealth Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.