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First Capital Advisors Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

First Capital Advisors 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
2023
Q2 		$10K Buy
154
+30
+24% +$1.87K 0.01% 548
2023
Q1 		$7.89K Buy
+124
New +$8K 0.01% 194

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
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
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
BCM
BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

First Capital Advisors Group's LIT Position: Q2 2023 in Review

First Capital Advisors Group increased its Global X Lithium & Battery Tech ETF (LIT) stake by 24% in Q2 2023, buying an estimated $1.87K and bringing the position to 154 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #548.

First Capital Advisors Group first reported a position in LIT in Q1 2023 and has held it in 2 quarters since. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

  • First Capital Advisors Group held 154 shares of Global X Lithium & Battery Tech ETF worth $10K as of Q2 2023.
  • First Capital Advisors Group bought 30 Global X Lithium & Battery Tech ETF shares in Q2 2023, an estimated $1.87K.
  • Global X Lithium & Battery Tech ETF made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #548 holding.
  • First Capital Advisors Group first reported a position in Global X Lithium & Battery Tech ETF in Q1 2023 and has held it in 2 quarters since.
  • 421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.