Focus Financial Network’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Focus Financial Network’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	-13,201	Closed	-$677K	–	699
2023 Q4	$677K	Buy	+13,201	New	+$654K	0.03%	388
2023 Q3	–	Sell	-3,669	Closed	-$239K	–	605
2023 Q2	$239K	Sell	3,669 -220	-6%	-$13.7K	0.01%	522
2023 Q1	$247K	Buy	3,889 +16	+0.4%	+$1.03K	0.02%	489
2022 Q4	$229K	Buy	3,873 +10	+0.3%	+$668	0.02%	426
2022 Q3	$255K	Sell	3,863 -157	-4%	-$11.7K	0.02%	401
2022 Q2	$292K	Sell	4,020 -16	-0.4%	-$1.14K	0.02%	387
2022 Q1	$311K	Sell	4,036 -23,275	-85%	-$1.78M	0.02%	395
2021 Q4	$2.31M	Buy	27,311 +10,379	+61%	+$920K	0.34%	68
2021 Q3	$1.39M	Buy	16,932 +1,645	+11%	+$135K	0.19%	128
2021 Q2	$1.11M	Buy	15,287 +1,211	+9%	+$77.9K	0.15%	148
2021 Q1	$823K	Buy	+14,076	New	+$920K	0.1%	180

Other funds holding LIT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Focus Financial Network's LIT Position: Q1 2024 in Review

Focus Financial Network sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 13,201 shares — an estimated $677K sold.

Focus Financial Network first reported a position in LIT in Q1 2021 and held it in 11 quarters. The position peaked at $2.31M in Q4 2021. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

Focus Financial Network reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
Focus Financial Network sold 13,201 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $677K.
Focus Financial Network first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 11 quarters.
Focus Financial Network's Global X Lithium & Battery Tech ETF position peaked at $2.31M in Q4 2021.
329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.