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Advisor Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Advisor 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
2019
Q4 		$1.21M Buy
44,142
+991
+2% +$25.3K 0.01% 1085
2019
Q3 		$1.05M Buy
43,151
+3,377
+8% +$83.8K 0.01% 1110
2019
Q2 		$1.04M Buy
39,774
+7,070
+22% +$190K 0.01% 1110
2019
Q1 		$925K Buy
32,704
+3,650
+13% +$104K 0.01% 1140
2018
Q4 		$784K Sell
29,054
-6,727
-19% -$205K 0.01% 1104
2018
Q3 		$1.18M Buy
35,781
+9,069
+34% +$293K 0.01% 881
2018
Q2 		$869K Sell
26,712
-3,577
-12% -$120K 0.01% 942
2018
Q1 		$1M Buy
30,289
+6,837
+29% +$249K 0.01% 869
2017
Q4 		$909K Buy
23,452
+11,355
+94% +$447K 0.01% 949
2017
Q3 		$453K Buy
12,097
+9,695
+404% +$320K 0.01% 1271
2017
Q2 		$69K Buy
2,402
+160
+7% +$4.65K ﹤0.01% 2594
2017
Q1 		$63K Buy
2,242
+5
+0.2% +$133 ﹤0.01% 2522
2016
Q4 		$55K Sell
2,237
-753
-25% -$18.3K ﹤0.01% 2542
2016
Q3 		$74K Buy
2,990
+382
+15% +$9.48K ﹤0.01% 2233
2016
Q2 		$64K Buy
+2,608
New +$61.2K ﹤0.01% 2231

Other funds holding LIT

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's LIT Position: Q4 2019 in Review

Advisor Group increased its Global X Lithium & Battery Tech ETF (LIT) stake by 2.3% in Q4 2019, buying an estimated $25.3K and bringing the position to 44,142 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #1085.

Advisor Group first reported a position in LIT in Q2 2016 and has held it in 15 quarters since. 98 funds tracked by Wall St. Rank hold LIT as of Q4 2019.

  • Advisor Group held 44,142 shares of Global X Lithium & Battery Tech ETF worth $1.21M as of Q4 2019.
  • Advisor Group bought 991 Global X Lithium & Battery Tech ETF shares in Q4 2019, an estimated $25.3K.
  • Global X Lithium & Battery Tech ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1085 holding.
  • Advisor Group first reported a position in Global X Lithium & Battery Tech ETF in Q2 2016 and has held it in 15 quarters since.
  • 98 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.