Brookstone Capital Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Brookstone Capital 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 Q3	–	Sell	-3,290	Closed	-$220K	–	857
2023 Q2	$220K	Sell	3,290 -359	-10%	-$22.4K	﹤0.01%	766
2023 Q1	$231K	Buy	+3,649	New	+$235K	﹤0.01%	756
2022 Q4	–	Sell	-4,703	Closed	-$308K	–	835
2022 Q3	$308K	Buy	4,703 +280	+6%	+$20.8K	0.01%	650
2022 Q2	$331K	Buy	4,423 +539	+14%	+$38.3K	0.01%	624
2022 Q1	$278K	Buy	3,884 +1,065	+38%	+$81.5K	0.01%	670
2021 Q4	$228K	Buy	+2,819	New	+$250K	﹤0.01%	688

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

Jane Street New York $777B AUM 61.18% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Brookstone Capital Management's LIT Position: Q3 2023 in Review

Brookstone Capital Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 3,290 shares — an estimated $220K sold.

Brookstone Capital Management first reported a position in LIT in Q4 2021 and held it in 6 quarters. The position peaked at $331K in Q2 2022. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

Brookstone Capital Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
Brookstone Capital Management sold 3,290 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $220K.
Brookstone Capital Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 6 quarters.
Brookstone Capital Management's Global X Lithium & Battery Tech ETF position peaked at $331K in Q2 2022.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Brookstone Capital Management's 13F filing for Q3 2023, filed 20 Oct 2023.