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

Arkadios 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
2021
Q4 		– Sell
-30
Closed -$2K – 1258
2021
Q3 		$2K Sell
30
-3,210
-99% -$263K ﹤0.01% 1753
2021
Q2 		$234K Sell
3,240
-570
-15% -$36.7K 0.03% 497
2021
Q1 		$222K Buy
3,810
+3,750
+6,250% +$245K 0.04% 388
2020
Q4 		$3K Buy
+60
New +$2.98K ﹤0.01% 1208

Other funds holding LIT

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Arkadios Wealth Advisors's LIT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2021, closing a stake of 30 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in LIT in Q4 2020 and held it in 4 quarters. The position peaked at $234K in Q2 2021. 460 funds tracked by Wall St. Rank hold LIT as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 30 Global X Lithium & Battery Tech ETF shares in Q4 2021, an estimated $2K.
  • Arkadios Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $234K in Q2 2021.
  • 460 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.