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Cetera Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Cetera Advisors’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
2024
Q1 		$2.35M Sell
51,981
-15,512
-23% -$691K 0.02% 746
2023
Q4 		$3.44M Sell
67,493
-13,131
-16% -$651K 0.05% 363
2023
Q3 		$4.45M Sell
80,624
-840
-1% -$51.3K 0.07% 272
2023
Q2 		$5.3M Sell
81,464
-2,973
-4% -$185K 0.08% 225
2023
Q1 		$5.37M Sell
84,437
-3,683
-4% -$238K 0.09% 237
2022
Q4 		$5.16M Sell
88,120
-2,412
-3% -$161K 0.09% 223
2022
Q3 		$5.98M Buy
90,532
+643
+0.7% +$47.7K 0.16% 151
2022
Q2 		$6.53M Sell
89,889
-10,177
-10% -$724K 0.15% 144
2022
Q1 		$7.7M Buy
100,066
+18,230
+22% +$1.4M 0.15% 134
2021
Q4 		$6.91M Buy
81,836
+50,503
+161% +$4.48M 0.14% 149
2021
Q3 		$2.57M Buy
31,333
+9,758
+45% +$800K 0.05% 345
2021
Q2 		$1.56M Buy
21,575
+5,263
+32% +$339K 0.04% 418
2021
Q1 		$954K Sell
16,312
-999
-6% -$65.3K 0.03% 502
2020
Q4 		$1.07M Buy
+17,311
New +$858K 0.03% 402
2019
Q2 		– Sell
-2,258
Closed -$64K – 1140
2019
Q1 		$64K Buy
+2,258
New +$64.4K ﹤0.01% 944

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Cetera Advisors's LIT Position: Q1 2024 in Review

Cetera Advisors reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 23% in Q1 2024, selling an estimated $691K and leaving 51,981 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #746.

Cetera Advisors first reported a position in LIT in Q1 2019 and has held it in 15 quarters since. The position peaked at $7.7M in Q1 2022. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

  • Cetera Advisors held 51,981 shares of Global X Lithium & Battery Tech ETF worth $2.35M as of Q1 2024.
  • Cetera Advisors sold 15,512 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $691K.
  • Global X Lithium & Battery Tech ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #746 holding.
  • Cetera Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q1 2019 and has held it in 15 quarters since.
  • Cetera Advisors's Global X Lithium & Battery Tech ETF position peaked at $7.7M in Q1 2022.
  • 329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.