All Season Financial Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

All Season Financial 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 Q3	–	Sell	-5,471	Closed	-$356K	–	101
2023 Q2	$356K	Buy	5,471 +1,508	+38%	+$94K	0.32%	75
2023 Q1	$252K	Buy	+3,963	New	+$256K	0.23%	98
2022 Q4	–	Sell	-7,669	Closed	-$507K	–	128
2022 Q3	$507K	Sell	7,669 -374	-5%	-$27.8K	0.55%	37
2022 Q2	$584K	Sell	8,043 -459	-5%	-$32.6K	0.5%	46
2022 Q1	$655K	Buy	8,502 +2,172	+34%	+$166K	0.46%	44
2021 Q4	$535K	Sell	6,330 -154	-2%	-$13.7K	0.37%	53
2021 Q3	$531K	Buy	6,484 +1,260	+24%	+$103K	0.43%	55
2021 Q2	$379K	Buy	+5,224	New	+$336K	0.27%	83

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

All Season Financial Advisors's LIT Position: Q3 2023 in Review

All Season Financial Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 5,471 shares — an estimated $356K sold.

All Season Financial Advisors first reported a position in LIT in Q2 2021 and held it in 8 quarters. The position peaked at $655K in Q1 2022. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

All Season Financial Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
All Season Financial Advisors sold 5,471 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $356K.
All Season Financial Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and held it in 8 quarters.
All Season Financial Advisors's Global X Lithium & Battery Tech ETF position peaked at $655K in Q1 2022.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on All Season Financial Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.