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American Portfolios Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

American Portfolios 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
2022
Q3 		$804K Buy
12,162
+1,168
+11% +$86.7K 0.03% 490
2022
Q2 		$798K Buy
10,994
+1,630
+17% +$116K 0.03% 495
2022
Q1 		$721K Sell
9,364
-29,976
-76% -$2.29M 0.02% 590
2021
Q4 		$3.32M Sell
39,340
-8,941
-19% -$793K 0.11% 178
2021
Q3 		$3.96M Buy
48,281
+30,126
+166% +$2.47M 0.15% 131
2021
Q2 		$1.32M Buy
18,155
+1,273
+8% +$81.9K 0.05% 348
2021
Q1 		$987K Sell
16,882
-25,144
-60% -$1.64M 0.04% 405
2020
Q4 		$2.6M Buy
42,026
+32,903
+361% +$1.63M 0.13% 150
2020
Q3 		$365K Buy
9,123
+3,897
+75% +$147K 0.02% 580
2020
Q2 		$165K Sell
5,226
-150
-3% -$4.04K 0.01% 803
2020
Q1 		$117K Buy
5,376
+186
+4% +$5.14K 0.01% 844
2019
Q4 		$142K Buy
5,190
+1,149
+28% +$29.3K 0.01% 886
2019
Q3 		$98.5K Sell
4,041
-193
-5% -$4.79K 0.01% 1003
2019
Q2 		$110K Sell
4,234
-304
-7% -$8.19K 0.01% 943
2019
Q1 		$128K Buy
4,538
+29
+0.6% +$827 0.01% 784
2018
Q4 		$122K Hold
4,509
– – 0.02% 664
2018
Q3 		$149K Sell
4,509
-1,111
-20% -$35.9K 0.02% 685
2018
Q2 		$183K Buy
5,620
+5,335
+1,872% +$178K 0.02% 585
2018
Q1 		$9.4K Hold
285
– – ﹤0.01% 1655
2017
Q4 		$11K Buy
+285
New +$11.2K ﹤0.01% 1533

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

American Portfolios Advisors's LIT Position: Q3 2022 in Review

American Portfolios Advisors increased its Global X Lithium & Battery Tech ETF (LIT) stake by 11% in Q3 2022, buying an estimated $86.7K and bringing the position to 12,162 shares worth $804K. The position accounts for 0.03% of the portfolio, ranked #490.

American Portfolios Advisors first reported a position in LIT in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.96M in Q3 2021. 429 funds tracked by Wall St. Rank hold LIT as of Q3 2022.

  • American Portfolios Advisors held 12,162 shares of Global X Lithium & Battery Tech ETF worth $804K as of Q3 2022.
  • American Portfolios Advisors bought 1,168 Global X Lithium & Battery Tech ETF shares in Q3 2022, an estimated $86.7K.
  • Global X Lithium & Battery Tech ETF made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #490 holding.
  • American Portfolios Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Global X Lithium & Battery Tech ETF position peaked at $3.96M in Q3 2021.
  • 429 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.