Ellis Investment Partners’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Ellis Investment Partners’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	-349	Closed	-$23K	–	498
2022 Q3	$23K	Hold	349	–	–	0.01%	474
2022 Q2	$25K	Buy	349 +20	+6%	+$1.42K	0.01%	477
2022 Q1	$25K	Buy	+329	New	+$25.2K	0.01%	496
2020 Q1	–	Sell	-650	Closed	-$18K	–	746
2019 Q4	$18K	Hold	650	–	–	0.01%	446
2019 Q3	$15K	Hold	650	–	–	0.01%	480
2019 Q2	$17K	Buy	+650	New	+$17.5K	0.01%	461

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

Ellis Investment Partners's LIT Position: Q4 2022 in Review

Ellis Investment Partners sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2022, closing a stake of 349 shares — an estimated $23K sold.

Ellis Investment Partners first reported a position in LIT in Q2 2019 and held it in 6 quarters. The position peaked at $25K in Q2 2022. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

Ellis Investment Partners reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2022 after selling out during the quarter.
Ellis Investment Partners sold 349 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $23K.
Ellis Investment Partners first reported a position in Global X Lithium & Battery Tech ETF in Q2 2019 and held it in 6 quarters.
Ellis Investment Partners's Global X Lithium & Battery Tech ETF position peaked at $25K in Q2 2022.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.