BerganKDV Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

BerganKDV 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
2023 Q2	$1.68K	Hold	26	–	–	﹤0.01%	705
2023 Q1	$1.64K	Hold	26	–	–	﹤0.01%	851
2022 Q4	$1.5K	Sell	26 -25	-49%	-$1.67K	﹤0.01%	833
2022 Q3	$3K	Hold	51	–	–	﹤0.01%	761
2022 Q2	$4K	Hold	51	–	–	﹤0.01%	733
2022 Q1	$4K	Sell	51 -99	-66%	-$7.58K	﹤0.01%	761
2021 Q4	$13K	Hold	150	–	–	﹤0.01%	618
2021 Q3	$12K	Hold	150	–	–	﹤0.01%	610
2021 Q2	$11K	Hold	150	–	–	﹤0.01%	592
2021 Q1	$9K	Hold	150	–	–	﹤0.01%	593
2020 Q4	$9K	Buy	+150	New	+$7.44K	﹤0.01%	584

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

BerganKDV Wealth Management's LIT Position: Q2 2023 in Review

BerganKDV Wealth Management held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2023 at 26 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

BerganKDV Wealth Management first reported a position in LIT in Q4 2020 and has held it in 11 quarters since. The position peaked at $13K in Q4 2021. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

BerganKDV Wealth Management held 26 shares of Global X Lithium & Battery Tech ETF worth $1.68K as of Q2 2023.
BerganKDV Wealth Management 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 BerganKDV Wealth Management's portfolio in Q2 2023, its #705 holding.
BerganKDV Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and has held it in 11 quarters since.
BerganKDV Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $13K in Q4 2021.
421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.