Dynamic Advisor Solutions’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Dynamic Advisor Solutions’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	–	Sell	-4,667	Closed	-$226K	–	953
2023 Q4	$226K	Sell	4,667 -229	-5%	-$11.4K	0.01%	800
2023 Q3	$270K	Buy	4,896 +192	+4%	+$11.7K	0.01%	689
2023 Q2	$306K	Buy	4,704 +245	+5%	+$15.3K	0.02%	621
2023 Q1	$283K	Buy	4,459 +195	+5%	+$12.6K	0.02%	604
2022 Q4	$250K	Sell	4,264 -993	-19%	-$66.4K	0.02%	600
2022 Q3	$347K	Buy	5,257 +82	+2%	+$6.09K	0.03%	488
2022 Q2	$376K	Sell	5,175 -87	-2%	-$6.19K	0.03%	473
2022 Q1	$405K	Buy	5,262 +377	+8%	+$28.9K	0.03%	481
2021 Q4	$412K	Sell	4,885 -3,894	-44%	-$345K	0.03%	484
2021 Q3	$720K	Buy	8,779 +1,471	+20%	+$121K	0.05%	361
2021 Q2	$530K	Buy	7,308 +23	+0.3%	+$1.48K	0.04%	417
2021 Q1	$426K	Buy	+7,285	New	+$476K	0.04%	418

Other funds holding LIT

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Dynamic Advisor Solutions's LIT Position: Q1 2024 in Review

Dynamic Advisor Solutions sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 4,667 shares — an estimated $226K sold.

Dynamic Advisor Solutions first reported a position in LIT in Q1 2021 and held it in 12 quarters. The position peaked at $720K in Q3 2021. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

Dynamic Advisor Solutions reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
Dynamic Advisor Solutions sold 4,667 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $226K.
Dynamic Advisor Solutions first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 12 quarters.
Dynamic Advisor Solutions's Global X Lithium & Battery Tech ETF position peaked at $720K in Q3 2021.
329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2024, filed 12 Apr 2024.