AFG Fiduciary Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

AFG Fiduciary 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 Q3	–	Sell	-6,573	Closed	-$447K	–	77
2023 Q2	$447K	Buy	6,573 +2,986	+83%	+$186K	0.34%	49
2023 Q1	$228K	Sell	3,587 -367	-9%	-$23.7K	0.21%	59
2022 Q4	$232K	Sell	3,954 -1,517	-28%	-$101K	0.22%	65
2022 Q3	$362K	Buy	5,471 +9	+0.2%	+$668	0.34%	50
2022 Q2	$397K	Sell	5,462 -1,686	-24%	-$120K	0.34%	53
2022 Q1	$550K	Buy	+7,148	New	+$547K	0.39%	51

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

AFG Fiduciary Services's LIT Position: Q3 2023 in Review

AFG Fiduciary Services sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 6,573 shares — an estimated $447K sold.

AFG Fiduciary Services first reported a position in LIT in Q1 2022 and held it in 6 quarters. The position peaked at $550K in Q1 2022. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

AFG Fiduciary Services reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
AFG Fiduciary Services sold 6,573 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $447K.
AFG Fiduciary Services first reported a position in Global X Lithium & Battery Tech ETF in Q1 2022 and held it in 6 quarters.
AFG Fiduciary Services's Global X Lithium & Battery Tech ETF position peaked at $550K in Q1 2022.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on AFG Fiduciary Services's 13F filing for Q3 2023, filed 23 Oct 2023.