ERn Financial LLC’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

ERn Financial LLC’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 Q3	–	Sell	-16,120	Closed	-$1.05M	–	170
2023 Q2	$1.05M	Buy	16,120 +11	+0.1%	+$686	0.22%	84
2023 Q1	$1.02M	Buy	16,109 +563	+4%	+$36.3K	0.23%	79
2022 Q4	$911K	Sell	15,546 -84	-0.5%	-$5.61K	0.21%	87
2022 Q3	$1.03M	Buy	15,630 +1,609	+11%	+$119K	0.26%	71
2022 Q2	$1.02M	Buy	14,021 +10,075	+255%	+$716K	0.25%	76
2022 Q1	$304K	Hold	3,946	–	–	0.07%	137
2021 Q4	$333K	Buy	3,946 +105	+3%	+$9.31K	0.07%	119
2021 Q3	$315K	Buy	+3,841	New	+$315K	0.08%	110

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

Jane Street New York $777B AUM 61.18% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

ERn Financial LLC's LIT Position: Q3 2023 in Review

ERn Financial LLC sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 16,120 shares — an estimated $1.05M sold.

ERn Financial LLC first reported a position in LIT in Q3 2021 and held it in 8 quarters. The position peaked at $1.05M in Q2 2023. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

ERn Financial LLC reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
ERn Financial LLC sold 16,120 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $1.05M.
ERn Financial LLC first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 8 quarters.
ERn Financial LLC's Global X Lithium & Battery Tech ETF position peaked at $1.05M in Q2 2023.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on ERn Financial LLC's 13F filing for Q3 2023, filed 6 Nov 2023.