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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$45.3K	Sell	609 -2,218	-78%	-$159K	﹤0.01%	1983
2025 Q4	$183K	Sell	2,827 -535	-16%	-$33K	﹤0.01%	1540
2025 Q3	$191K	Buy	3,362 +729	+28%	+$33.5K	﹤0.01%	1413
2025 Q2	$101K	Sell	2,633 -26	-1%	-$960	﹤0.01%	1478
2025 Q1	$103K	Sell	2,659 -21	-0.8%	-$861	﹤0.01%	1437
2024 Q4	$109K	Buy	+2,680	New	+$118K	﹤0.01%	1406
2024 Q2	–	Sell	-4,442	Closed	-$201K	–	1262
2024 Q1	$201K	Sell	4,442 -9,756	-69%	-$435K	﹤0.01%	1099
2023 Q4	$617K	Sell	14,198 -5,135	-27%	-$255K	﹤0.01%	1334
2023 Q3	$1.07M	Sell	19,333 -447	-2%	-$27.3K	0.01%	1070
2023 Q2	$1.29M	Sell	19,780 -314	-2%	-$19.6K	0.01%	995
2023 Q1	$1.28M	Buy	20,094 +496	+3%	+$32K	0.01%	954
2022 Q4	$1.15M	Buy	19,598 +1,063	+6%	+$71K	0.01%	930
2022 Q3	$1.23M	Buy	18,535 +2,060	+13%	+$153K	0.01%	872
2022 Q2	$1.2M	Sell	16,475 -58	-0.4%	-$4.12K	0.01%	832
2022 Q1	$1.27M	Sell	16,533 -39,945	-71%	-$3.06M	0.01%	843
2021 Q4	$4.77M	Buy	56,478 +1,283	+2%	+$114K	0.03%	426
2021 Q3	$4.52M	Buy	55,195 +2,906	+6%	+$238K	0.04%	406
2021 Q2	$3.79M	Sell	52,289 -5,160	-9%	-$332K	0.03%	450
2021 Q1	$3.36M	Buy	57,449 +18,317	+47%	+$1.2M	0.03%	417
2020 Q4	$2.42M	Buy	+39,132	New	+$1.94M	0.03%	445