Clarity Financial’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Clarity Financial’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 Q3	–	Sell	-3,455	Closed	-$225K	–	122
2023 Q2	$225K	Buy	+3,455	New	+$215K	0.03%	108
2023 Q1	–	Sell	-40,917	Closed	-$2.4M	–	66
2022 Q4	$2.4M	Buy	40,917 +4,832	+13%	+$323K	0.46%	34
2022 Q3	$2.38M	Sell	36,085 -10,630	-23%	-$789K	0.56%	35
2022 Q2	$3.39M	Sell	46,715 -31,164	-40%	-$2.22M	0.74%	35
2022 Q1	$6M	Sell	77,879 -6,414	-8%	-$491K	1.21%	29
2021 Q4	$7.12M	Buy	84,293 +11,948	+17%	+$1.06M	1.11%	32
2021 Q3	$5.93M	Sell	72,345 -31,083	-30%	-$2.55M	0.96%	32
2021 Q2	$7.49M	Sell	103,428 -43,298	-30%	-$2.79M	1.44%	18
2021 Q1	$8.58M	Buy	+146,726	New	+$9.59M	1.74%	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

Jane Street New York $777B AUM 61.18% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Clarity Financial's LIT Position: Q3 2023 in Review

Clarity Financial sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 3,455 shares — an estimated $225K sold.

Clarity Financial first reported a position in LIT in Q1 2021 and held it in 9 quarters. The position peaked at $8.58M in Q1 2021. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

Clarity Financial reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
Clarity Financial sold 3,455 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $225K.
Clarity Financial first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 9 quarters.
Clarity Financial's Global X Lithium & Battery Tech ETF position peaked at $8.58M in Q1 2021.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Clarity Financial's 13F filing for Q3 2023, filed 18 Oct 2023.