Cavalier Investments’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Cavalier Investments’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 Q2	–	Sell	-76,800	Closed	-$4.88M	–	108
2023 Q1	$4.88M	Buy	76,800 +4,482	+6%	+$289K	2%	20
2022 Q4	$4.24M	Sell	72,318 -3,792	-5%	-$253K	1.52%	23
2022 Q3	$5.03M	Sell	76,110 -6,623	-8%	-$492K	1.82%	19
2022 Q2	$6.01M	Buy	82,733 +1,278	+2%	+$90.9K	2.1%	14
2022 Q1	$6.27M	Buy	81,455 +6,220	+8%	+$476K	1.64%	24
2021 Q4	$6.35M	Buy	75,235 +13,538	+22%	+$1.2M	1.65%	18
2021 Q3	$5.06M	Buy	61,697 +11,234	+22%	+$921K	1.6%	21
2021 Q2	$3.66M	Sell	50,463 -23,273	-32%	-$1.5M	1.32%	23
2021 Q1	$4.31M	Buy	73,736 +4,972	+7%	+$325K	1.88%	14
2020 Q4	$4.26M	Buy	+68,764	New	+$3.41M	1.95%	13

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

Cavalier Investments's LIT Position: Q2 2023 in Review

Cavalier Investments sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2023, closing a stake of 76,800 shares — an estimated $4.88M sold.

Cavalier Investments first reported a position in LIT in Q4 2020 and held it in 10 quarters. The position peaked at $6.35M in Q4 2021. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

Cavalier Investments reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2023 after selling out during the quarter.
Cavalier Investments sold 76,800 Global X Lithium & Battery Tech ETF shares in Q2 2023, an estimated $4.88M.
Cavalier Investments first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 10 quarters.
Cavalier Investments's Global X Lithium & Battery Tech ETF position peaked at $6.35M in Q4 2021.
421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on Cavalier Investments's 13F filing for Q2 2023, filed 11 Aug 2023.