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

Bison Wealth’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 Q3	–	Sell	-894	Closed	-$65K	–	304
2022 Q2	$65K	Buy	894 +240	+37%	+$17.1K	0.04%	219
2022 Q1	$50K	Buy	654 +255	+64%	+$19.5K	0.03%	267
2021 Q4	$34K	Sell	399 -10	-2%	-$887	0.02%	266
2021 Q3	$34K	Buy	409 +89	+28%	+$7.3K	0.02%	344
2021 Q2	$23K	Buy	320 +30	+10%	+$1.93K	0.01%	358
2021 Q1	$17K	Buy	290 +15	+5%	+$980	0.01%	377
2020 Q4	$17K	Buy	275 +190	+224%	+$9.42K	0.01%	334
2020 Q3	$3K	Buy	+85	New	+$3.2K	﹤0.01%	349

Other funds holding LIT

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

Bison Wealth's LIT Position: Q3 2022 in Review

Bison Wealth sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2022, closing a stake of 894 shares — an estimated $65K sold.

Bison Wealth first reported a position in LIT in Q3 2020 and held it in 8 quarters. The position peaked at $65K in Q2 2022. 429 funds tracked by Wall St. Rank hold LIT as of Q3 2022.

Bison Wealth reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2022 after selling out during the quarter.
Bison Wealth sold 894 Global X Lithium & Battery Tech ETF shares in Q3 2022, an estimated $65K.
Bison Wealth first reported a position in Global X Lithium & Battery Tech ETF in Q3 2020 and held it in 8 quarters.
Bison Wealth's Global X Lithium & Battery Tech ETF position peaked at $65K in Q2 2022.
429 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.