Claraphi Advisory Network’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Claraphi Advisory Network’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	$471K	Sell	8,034 -795	-9%	-$53.1K	0.19%	137
2022 Q3	$583K	Sell	8,829 -2,653	-23%	-$197K	0.32%	87
2022 Q2	$834K	Sell	11,482 -1,124	-9%	-$79.9K	0.29%	75
2022 Q1	$970K	Buy	12,606 +9,316	+283%	+$713K	0.28%	76
2021 Q4	$278K	Buy	3,290 +93	+3%	+$8.25K	0.1%	230
2021 Q3	$262K	Buy	3,197 +404	+14%	+$33.1K	0.09%	244
2021 Q2	$202K	Buy	+2,793	New	+$180K	0.06%	304

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

Claraphi Advisory Network's LIT Position: Q4 2022 in Review

Claraphi Advisory Network reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 9% in Q4 2022, selling an estimated $53.1K and leaving 8,034 shares worth $471K. The position accounts for 0.19% of the portfolio, ranked #137.

Claraphi Advisory Network first reported a position in LIT in Q2 2021 and has held it in 7 quarters since. The position peaked at $970K in Q1 2022. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

Claraphi Advisory Network held 8,034 shares of Global X Lithium & Battery Tech ETF worth $471K as of Q4 2022.
Claraphi Advisory Network sold 795 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $53.1K.
Global X Lithium & Battery Tech ETF made up 0.19% of Claraphi Advisory Network's portfolio in Q4 2022, its #137 holding.
Claraphi Advisory Network first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and has held it in 7 quarters since.
Claraphi Advisory Network's Global X Lithium & Battery Tech ETF position peaked at $970K in Q1 2022.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.