Bedel Financial Consulting’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Bedel Financial Consulting’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	–	Sell	-1,067	Closed	-$82K	–	575
2022 Q1	$82K	Buy	1,067 +518	+94%	+$39.6K	0.03%	306
2021 Q4	$46K	Buy	549 +205	+60%	+$18.2K	0.01%	410
2021 Q3	$28K	Buy	344 +32	+10%	+$2.62K	0.01%	490
2021 Q2	$23K	Buy	312 +32	+11%	+$2.06K	0.01%	529
2021 Q1	$16K	Hold	280	–	–	0.01%	560
2020 Q4	$17K	Hold	280	–	–	0.01%	469
2020 Q3	$11K	Buy	280 +157	+128%	+$5.91K	0.01%	501
2020 Q2	$4K	Hold	123	–	–	﹤0.01%	620
2020 Q1	$3K	Hold	123	–	–	﹤0.01%	637
2019 Q4	$3K	Hold	123	–	–	﹤0.01%	644
2019 Q3	$3K	Hold	123	–	–	﹤0.01%	620
2019 Q2	$3K	Hold	123	–	–	﹤0.01%	617
2019 Q1	$3K	Hold	123	–	–	﹤0.01%	614
2018 Q4	$3K	Hold	123	–	–	﹤0.01%	584
2018 Q3	$3K	Hold	123	–	–	﹤0.01%	595
2018 Q2	$4K	Hold	123	–	–	﹤0.01%	574
2018 Q1	$4K	Buy	+123	New	+$4.48K	﹤0.01%	572

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

Bedel Financial Consulting's LIT Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2022, closing a stake of 1,067 shares — an estimated $82K sold.

Bedel Financial Consulting first reported a position in LIT in Q1 2018 and held it in 17 quarters. The position peaked at $82K in Q1 2022. 446 funds tracked by Wall St. Rank hold LIT as of Q2 2022.

Bedel Financial Consulting reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 1,067 Global X Lithium & Battery Tech ETF shares in Q2 2022, an estimated $82K.
Bedel Financial Consulting first reported a position in Global X Lithium & Battery Tech ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Global X Lithium & Battery Tech ETF position peaked at $82K in Q1 2022.
446 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.