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American Capital Advisory’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

American Capital Advisory’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
Q4 		– Sell
-2
Closed -$88 – 493
2024
Q3 		$88 Hold
2
– – ﹤0.01% 459
2024
Q2 		$102 Hold
2
– – ﹤0.01% 415
2024
Q1 		$128 Hold
2
– – ﹤0.01% 433
2023
Q4 		$102 Buy
+2
New +$99 ﹤0.01% 415

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

American Capital Advisory's LIT Position: Q4 2024 in Review

American Capital Advisory sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2024, closing a stake of 2 shares — an estimated $88 sold.

American Capital Advisory first reported a position in LIT in Q4 2023 and held it in 4 quarters. The position peaked at $128 in Q1 2024. 267 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

  • American Capital Advisory reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2024 after selling out during the quarter.
  • American Capital Advisory sold 2 Global X Lithium & Battery Tech ETF shares in Q4 2024, an estimated $88.
  • American Capital Advisory first reported a position in Global X Lithium & Battery Tech ETF in Q4 2023 and held it in 4 quarters.
  • American Capital Advisory's Global X Lithium & Battery Tech ETF position peaked at $128 in Q1 2024.
  • 267 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on American Capital Advisory's 13F filing for Q4 2024, filed 28 Jan 2025.