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

Elite 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
2023 Q2	–	Sell	-17,908	Closed	-$1.14M	–	53
2023 Q1	$1.14M	Sell	17,908 -313	-2%	-$20.2K	0.07%	27
2022 Q4	$1.07M	Sell	18,221 -249	-1%	-$16.6K	0.1%	26
2022 Q3	$1.22M	Sell	18,470 -598	-3%	-$44.4K	0.1%	23
2022 Q2	$1.39M	Sell	19,068 -837	-4%	-$59.5K	0.21%	24
2022 Q1	$1.53M	Sell	19,905 -1,194	-6%	-$91.4K	0.25%	24
2021 Q4	$1.78M	Sell	21,099 -1,396	-6%	-$124K	0.25%	23
2021 Q3	$1.84M	Sell	22,495 -912	-4%	-$74.8K	0.35%	23
2021 Q2	$1.7K	Sell	23,407 -235	-1%	-$15.1K	0.15%	24
2021 Q1	$1.38K	Buy	23,642 +953	+4%	+$62.3K	0.18%	27
2020 Q4	$1.4M	Buy	+22,689	New	+$1.12M	0.18%	25

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

Elite Wealth Management's LIT Position: Q2 2023 in Review

Elite Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2023, closing a stake of 17,908 shares — an estimated $1.14M sold.

Elite Wealth Management first reported a position in LIT in Q4 2020 and held it in 10 quarters. The position peaked at $1.84M in Q3 2021. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

Elite Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2023 after selling out during the quarter.
Elite Wealth Management sold 17,908 Global X Lithium & Battery Tech ETF shares in Q2 2023, an estimated $1.14M.
Elite Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 10 quarters.
Elite Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $1.84M in Q3 2021.
421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on Elite Wealth Management's 13F filing for Q2 2023, filed 28 Jul 2023.