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Fortitude Advisory Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-777
Closed -$60K – 801
2022
Q1 		$60K Buy
777
+525
+208% +$40.2K 0.03% 480
2021
Q4 		$21K Buy
+252
New +$22.3K 0.01% 832

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Bank of America
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PP
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Fortitude Advisory Group's LIT Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2022, closing a stake of 777 shares — an estimated $60K sold.

Fortitude Advisory Group first reported a position in LIT in Q4 2021 and held it in 2 quarters. The position peaked at $60K in Q1 2022. 446 funds tracked by Wall St. Rank hold LIT as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 777 Global X Lithium & Battery Tech ETF shares in Q2 2022, an estimated $60K.
  • Fortitude Advisory Group first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Global X Lithium & Battery Tech ETF position peaked at $60K in Q1 2022.
  • 446 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.