Edge Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Edge Wealth Management’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	–	Sell	-3,134	Closed	-$208K	–	91
2022 Q3	$208K	Hold	3,134	–	–	0.05%	68
2022 Q2	$228K	Sell	3,134 -300	-9%	-$21.3K	0.05%	72
2022 Q1	$264K	Hold	3,434	–	–	0.05%	70
2021 Q4	$290K	Hold	3,434	–	–	0.05%	81
2021 Q3	$281K	Hold	3,434	–	–	0.05%	82
2021 Q2	$248K	Hold	3,434	–	–	0.05%	86
2021 Q1	$201K	Buy	+3,434	New	+$224K	0.04%	94

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

Edge Wealth Management's LIT Position: Q4 2022 in Review

Edge Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2022, closing a stake of 3,134 shares — an estimated $208K sold.

Edge Wealth Management first reported a position in LIT in Q1 2021 and held it in 7 quarters. The position peaked at $290K in Q4 2021. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

Edge Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2022 after selling out during the quarter.
Edge Wealth Management sold 3,134 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $208K.
Edge Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 7 quarters.
Edge Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $290K in Q4 2021.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Edge Wealth Management's 13F filing for Q4 2022, filed 25 Jan 2023.