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

Ameliora Wealth Management’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
2024 Q2	–	Sell	-580	Closed	-$26.3K	–	192
2024 Q1	$26.3K	Hold	580	–	–	0.01%	155
2023 Q4	$29.5K	Hold	580	–	–	0.01%	133
2023 Q3	$32K	Hold	580	–	–	0.02%	145
2023 Q2	$37.7K	Buy	+580	New	+$36.2K	0.02%	133

Other funds holding LIT

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Jane Street New York $777B AUM 61.18% 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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Ameliora Wealth Management's LIT Position: Q2 2024 in Review

Ameliora Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2024, closing a stake of 580 shares — an estimated $26.3K sold.

Ameliora Wealth Management first reported a position in LIT in Q2 2023 and held it in 4 quarters. The position peaked at $37.7K in Q2 2023. 289 funds tracked by Wall St. Rank hold LIT as of Q2 2024.

Ameliora Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2024 after selling out during the quarter.
Ameliora Wealth Management sold 580 Global X Lithium & Battery Tech ETF shares in Q2 2024, an estimated $26.3K.
Ameliora Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q2 2023 and held it in 4 quarters.
Ameliora Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $37.7K in Q2 2023.
289 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2024.

Based on Ameliora Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.