Arete Wealth Advisors’s Lilium N.V. Class A Ordinary Shares LILM Stock Holding History

Arete Wealth Advisors’s Portfolio LILM Stock Details LILM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,000	Closed	-$10K	–	805
2024 Q3	$10K	Sell	13,000 -2,800	-18%	-$2.26K	﹤0.01%	702
2024 Q2	$13K	Buy	+15,800	New	+$14.8K	﹤0.01%	719
2024 Q1	–	Sell	-15,800	Closed	-$18.6K	–	768
2023 Q4	$18.6K	Sell	15,800 -1,000	-6%	-$910	﹤0.01%	728
2023 Q3	$12K	Buy	+16,800	New	+$19.6K	﹤0.01%	498
2023 Q2	–	Sell	-16,200	Closed	-$11K	–	768
2023 Q1	$11K	Hold	16,200	–	–	﹤0.01%	645
2022 Q4	$18.5M	Buy	+16,200	New	+$25.6K	﹤0.01%	616

Other funds holding LILM

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Arete Wealth Advisors's LILM Position: Q4 2024 in Review

Arete Wealth Advisors sold out of Lilium N.V. Class A Ordinary Shares (LILM) in Q4 2024, closing a stake of 13,000 shares — an estimated $10K sold.

Arete Wealth Advisors first reported a position in LILM in Q4 2022 and held it in 6 quarters. The position peaked at $18.5M in Q4 2022. 8 funds tracked by Wall St. Rank hold LILM as of Q4 2024.

Arete Wealth Advisors reported no remaining Lilium N.V. Class A Ordinary Shares position as of Q4 2024 after selling out during the quarter.
Arete Wealth Advisors sold 13,000 Lilium N.V. Class A Ordinary Shares shares in Q4 2024, an estimated $10K.
Arete Wealth Advisors first reported a position in Lilium N.V. Class A Ordinary Shares in Q4 2022 and held it in 6 quarters.
Arete Wealth Advisors's Lilium N.V. Class A Ordinary Shares position peaked at $18.5M in Q4 2022.
8 funds tracked by Wall St. Rank held Lilium N.V. Class A Ordinary Shares as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.