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

BDO 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
2023 Q2	$15K	Hold	230	–	–	﹤0.01%	640
2023 Q1	$14.6K	Sell	230 -147	-39%	-$9.48K	﹤0.01%	638
2022 Q4	$22.1K	Hold	377	–	–	﹤0.01%	560
2022 Q3	$25K	Hold	377	–	–	﹤0.01%	527
2022 Q2	$27K	Hold	377	–	–	﹤0.01%	508
2022 Q1	$29K	Buy	377 +1	+0.3%	+$77	﹤0.01%	532
2021 Q4	$32K	Hold	376	–	–	﹤0.01%	529
2021 Q3	$31K	Sell	376 -50	-12%	-$4.1K	﹤0.01%	526
2021 Q2	$31K	Sell	426 -200	-32%	-$12.9K	﹤0.01%	539
2021 Q1	$37K	Buy	626 +51	+9%	+$3.33K	﹤0.01%	500
2020 Q4	$36K	Buy	+575	New	+$28.5K	0.01%	387
2018 Q1	–	Sell	-2,000	Closed	-$78K	–	592
2017 Q4	$78K	Buy	+2,000	New	+$78.7K	0.04%	171

Other funds holding LIT

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

GKWIM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

BDO Wealth Advisors's LIT Position: Q2 2023 in Review

BDO Wealth Advisors held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2023 at 230 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

BDO Wealth Advisors first reported a position in LIT in Q4 2017 and has held it in 12 quarters since. The position peaked at $78K in Q4 2017. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

BDO Wealth Advisors held 230 shares of Global X Lithium & Battery Tech ETF worth $15K as of Q2 2023.
BDO Wealth Advisors left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2023.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #640 holding.
BDO Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and has held it in 12 quarters since.
BDO Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $78K in Q4 2017.
421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.