B. Riley Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

B. Riley Wealth Management’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 Q2	$2.33K	Buy	32,118 +308	+1%	+$21.9K	﹤0.01%	197
2022 Q1	$2.45M	Buy	31,810 +20,776	+188%	+$1.59M	0.19%	111
2021 Q4	$932K	Buy	11,034 +1,866	+20%	+$165K	0.06%	247
2021 Q3	$751K	Buy	9,168 +650	+8%	+$53.3K	0.06%	264
2021 Q2	$617K	Buy	8,518 +2,245	+36%	+$144K	0.07%	203
2021 Q1	$367K	Buy	6,273 +2,648	+73%	+$173K	0.04%	265
2020 Q4	$224K	Buy	+3,625	New	+$180K	0.03%	316

Other funds holding LIT

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

B. Riley Wealth Management's LIT Position: Q2 2022 in Review

B. Riley Wealth Management increased its Global X Lithium & Battery Tech ETF (LIT) stake by 0.97% in Q2 2022, buying an estimated $21.9K and bringing the position to 32,118 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

B. Riley Wealth Management first reported a position in LIT in Q4 2020 and has held it in 7 quarters since. The position peaked at $2.45M in Q1 2022. 446 funds tracked by Wall St. Rank hold LIT as of Q2 2022.

B. Riley Wealth Management held 32,118 shares of Global X Lithium & Battery Tech ETF worth $2.33K as of Q2 2022.
B. Riley Wealth Management bought 308 Global X Lithium & Battery Tech ETF shares in Q2 2022, an estimated $21.9K.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #197 holding.
B. Riley Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and has held it in 7 quarters since.
B. Riley Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $2.45M in Q1 2022.
446 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.