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

Capital Asset 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 Q4	–	Sell	-1,915	Closed	-$127K	–	456
2022 Q3	$127K	Buy	1,915 +396	+26%	+$29.4K	0.02%	316
2022 Q2	$110K	Buy	1,519 +154	+11%	+$10.9K	0.01%	392
2022 Q1	$105K	Buy	1,365 +79	+6%	+$6.04K	0.01%	407
2021 Q4	$109K	Sell	1,286 -140	-10%	-$12.4K	0.01%	420
2021 Q3	$117K	Buy	1,426 +195	+16%	+$16K	0.01%	449
2021 Q2	$89K	Buy	1,231 +331	+37%	+$21.3K	0.01%	494
2021 Q1	$53K	Buy	900 +209	+30%	+$13.7K	0.01%	511
2020 Q4	$43K	Buy	+691	New	+$34.3K	0.01%	655

Other funds holding LIT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 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

Capital Asset Advisory Services's LIT Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2022, closing a stake of 1,915 shares — an estimated $127K sold.

Capital Asset Advisory Services first reported a position in LIT in Q4 2020 and held it in 8 quarters. The position peaked at $127K in Q3 2022. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

Capital Asset Advisory Services reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 1,915 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $127K.
Capital Asset Advisory Services first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 8 quarters.
Capital Asset Advisory Services's Global X Lithium & Battery Tech ETF position peaked at $127K in Q3 2022.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.