Arete Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Arete Wealth 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
2024 Q1	–	Sell	-4,688	Closed	-$239K	–	571
2023 Q4	$239K	Buy	4,688 +608	+15%	+$30.1K	0.02%	610
2023 Q3	$225K	Sell	4,080 -767	-16%	-$46.9K	0.04%	405
2023 Q2	$315K	Sell	4,847 -1,633	-25%	-$102K	0.03%	480
2023 Q1	$412K	Buy	6,480 +178	+3%	+$11.5K	0.03%	389
2022 Q4	$369K	Sell	6,302 -2	-0%	-$134	0.03%	401
2022 Q3	$417K	Buy	+6,304	New	+$468K	0.04%	336
2022 Q2	–	Sell	-5,494	Closed	-$423K	–	515
2022 Q1	$423K	Sell	5,494 -1,243	-18%	-$95.1K	0.04%	314
2021 Q4	$571K	Buy	6,737 +3,639	+117%	+$323K	0.05%	264
2021 Q3	$254K	Buy	+3,098	New	+$254K	0.03%	357

Other funds holding LIT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Arete Wealth Advisors's LIT Position: Q1 2024 in Review

Arete Wealth Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 4,688 shares — an estimated $239K sold.

Arete Wealth Advisors first reported a position in LIT in Q3 2021 and held it in 9 quarters. The position peaked at $571K in Q4 2021. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

Arete Wealth Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
Arete Wealth Advisors sold 4,688 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $239K.
Arete Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 9 quarters.
Arete Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $571K in Q4 2021.
329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.