First Command Financial Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

First Command Financial Services’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	$27.5K	Hold	423	–	–	﹤0.01%	278
2023 Q1	$26.9K	Hold	423	–	–	﹤0.01%	275
2022 Q4	$25K	Hold	423	–	–	﹤0.01%	274
2022 Q3	$28K	Hold	423	–	–	﹤0.01%	261
2022 Q2	$31K	Hold	423	–	–	﹤0.01%	261
2022 Q1	$33K	Buy	423 +223	+112%	+$17.1K	﹤0.01%	267
2021 Q4	$17K	Buy	+200	New	+$17.7K	﹤0.01%	333

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

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

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

First Command Financial Services's LIT Position: Q2 2023 in Review

First Command Financial Services held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2023 at 423 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

First Command Financial Services first reported a position in LIT in Q4 2021 and has held it in 7 quarters since. The position peaked at $33K in Q1 2022. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

First Command Financial Services held 423 shares of Global X Lithium & Battery Tech ETF worth $27.5K as of Q2 2023.
First Command Financial Services left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2023.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of First Command Financial Services's portfolio in Q2 2023, its #278 holding.
First Command Financial Services first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 7 quarters since.
First Command Financial Services's Global X Lithium & Battery Tech ETF position peaked at $33K in Q1 2022.
421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.