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Financial Advocates Investment Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Financial Advocates Investment 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
2024
Q2 		– Sell
-4,891
Closed -$222K – 794
2024
Q1 		$222K Sell
4,891
-27,195
-85% -$1.21M 0.01% 691
2023
Q4 		$1.04M Buy
32,086
+21,619
+207% +$1.07M 0.07% 277
2023
Q3 		$574K Sell
10,467
-5,199
-33% -$318K 0.04% 382
2023
Q2 		$1.02M Buy
15,666
+4,238
+37% +$264K 0.07% 265
2023
Q1 		$724K Sell
11,428
-17,630
-61% -$1.14M 0.05% 350
2022
Q4 		$1.7M Buy
29,058
+13,359
+85% +$893K 0.13% 196
2022
Q3 		$1.03M Sell
15,699
-12,264
-44% -$911K 0.09% 249
2022
Q2 		$2.03M Sell
27,963
-5,344
-16% -$380K 0.16% 149
2022
Q1 		$2.56M Sell
33,307
-594
-2% -$45.5K 0.17% 141
2021
Q4 		$2.86M Buy
33,901
+1,410
+4% +$125K 0.18% 132
2021
Q3 		$2.66M Buy
32,491
+9,744
+43% +$799K 0.18% 139
2021
Q2 		$1.7M Sell
22,747
-4,706
-17% -$303K 0.11% 219
2021
Q1 		$1.6M Sell
27,453
-695
-2% -$45.4K 0.11% 218
2020
Q4 		$1.74M Buy
+28,148
New +$1.4M 0.12% 197

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Financial Advocates Investment Management's LIT Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2024, closing a stake of 4,891 shares — an estimated $222K sold.

Financial Advocates Investment Management first reported a position in LIT in Q4 2020 and held it in 14 quarters. The position peaked at $2.86M in Q4 2021. 289 funds tracked by Wall St. Rank hold LIT as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,891 Global X Lithium & Battery Tech ETF shares in Q2 2024, an estimated $222K.
  • Financial Advocates Investment Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 14 quarters.
  • Financial Advocates Investment Management's Global X Lithium & Battery Tech ETF position peaked at $2.86M in Q4 2021.
  • 289 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.