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

Buckingham Strategic 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
2023 Q4	–	Sell	-4,439	Closed	-$245K	–	735
2023 Q3	$245K	Buy	4,439 +189	+4%	+$11.5K	﹤0.01%	579
2023 Q2	$276K	Buy	4,250 +513	+14%	+$32K	﹤0.01%	549
2023 Q1	$219K	Hold	3,737	–	–	﹤0.01%	548
2022 Q4	$219K	Sell	3,737 -98	-3%	-$6.55K	﹤0.01%	550
2022 Q3	$253K	Buy	3,835 +71	+2%	+$5.27K	0.01%	504
2022 Q2	$273K	Buy	3,764 +37	+1%	+$2.63K	0.01%	488
2022 Q1	$287K	Buy	3,727 +882	+31%	+$67.5K	0.01%	481
2021 Q4	$240K	Buy	2,845 +204	+8%	+$18.1K	﹤0.01%	529
2021 Q3	$216K	Buy	+2,641	New	+$216K	﹤0.01%	550

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Buckingham Strategic Wealth's LIT Position: Q4 2023 in Review

Buckingham Strategic Wealth sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 4,439 shares — an estimated $245K sold.

Buckingham Strategic Wealth first reported a position in LIT in Q3 2021 and held it in 9 quarters. The position peaked at $287K in Q1 2022. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

Buckingham Strategic Wealth reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
Buckingham Strategic Wealth sold 4,439 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $245K.
Buckingham Strategic Wealth first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 9 quarters.
Buckingham Strategic Wealth's Global X Lithium & Battery Tech ETF position peaked at $287K in Q1 2022.
376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.