Empower Advisory Group
LIT icon

Empower Advisory Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Empower Advisory Group’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
-5,630
Closed -$287K – 507
2023
Q4 		$287K Hold
5,630
– – ﹤0.01% 402
2023
Q3 		$311K Sell
5,630
-34
-0.6% -$2.08K ﹤0.01% 369
2023
Q2 		$368K Buy
5,664
+7
+0.1% +$436 ﹤0.01% 350
2023
Q1 		$358K Buy
+5,657
New +$365K ﹤0.01% 352

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PNC Financial Services Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Empower Advisory Group's LIT Position: Q1 2024 in Review

Empower Advisory Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 5,630 shares — an estimated $287K sold.

Empower Advisory Group first reported a position in LIT in Q1 2023 and held it in 4 quarters. The position peaked at $368K in Q2 2023. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

  • Empower Advisory Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
  • Empower Advisory Group sold 5,630 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $287K.
  • Empower Advisory Group first reported a position in Global X Lithium & Battery Tech ETF in Q1 2023 and held it in 4 quarters.
  • Empower Advisory Group's Global X Lithium & Battery Tech ETF position peaked at $368K in Q2 2023.
  • 329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Empower Advisory Group's 13F filing for Q1 2024, filed 2 May 2024.