Calton & Associates’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Calton & Associates’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 Q1	–	Sell	-2,467	Closed	-$208K	–	384
2021 Q4	$208K	Buy	+2,467	New	+$219K	0.06%	343
2021 Q2	–	Sell	-6,619	Closed	-$387K	–	422
2021 Q1	$387K	Buy	+6,619	New	+$433K	0.08%	232
2018 Q1	–	Sell	-250	Closed	-$9K	–	880
2017 Q4	$9K	Buy	+250	New	+$9.83K	﹤0.01%	1094

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

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

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

Calton & Associates's LIT Position: Q1 2022 in Review

Calton & Associates sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2022, closing a stake of 2,467 shares — an estimated $208K sold.

Calton & Associates first reported a position in LIT in Q4 2017 and held it in 3 quarters. The position peaked at $387K in Q1 2021. 451 funds tracked by Wall St. Rank hold LIT as of Q1 2022.

Calton & Associates reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2022 after selling out during the quarter.
Calton & Associates sold 2,467 Global X Lithium & Battery Tech ETF shares in Q1 2022, an estimated $208K.
Calton & Associates first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and held it in 3 quarters.
Calton & Associates's Global X Lithium & Battery Tech ETF position peaked at $387K in Q1 2021.
451 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2022.

Based on Calton & Associates's 13F filing for Q1 2022, filed 12 Apr 2022.