Capital Advisory Group Advisory Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-75	Closed	-$6K	–	351
2022 Q1	$6K	Buy	+75	New	+$5.74K	﹤0.01%	420
2021 Q4	–	Sell	-3,331	Closed	-$273K	–	341
2021 Q3	$273K	Buy	+3,331	New	+$273K	0.1%	165
2018 Q4	–	Sell	-635	Closed	-$21K	–	409
2018 Q3	$21K	Hold	635	–	–	0.01%	192
2018 Q2	$20K	Hold	635	–	–	0.01%	178
2018 Q1	$21K	Buy	+635	New	+$23.1K	0.02%	182

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

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

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

Capital Advisory Group Advisory Services's LIT Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2022, closing a stake of 75 shares — an estimated $6K sold.

Capital Advisory Group Advisory Services first reported a position in LIT in Q1 2018 and held it in 5 quarters. The position peaked at $273K in Q3 2021. 446 funds tracked by Wall St. Rank hold LIT as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 75 Global X Lithium & Battery Tech ETF shares in Q2 2022, an estimated $6K.
Capital Advisory Group Advisory Services first reported a position in Global X Lithium & Battery Tech ETF in Q1 2018 and held it in 5 quarters.
Capital Advisory Group Advisory Services's Global X Lithium & Battery Tech ETF position peaked at $273K in Q3 2021.
446 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.