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Frontier Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Frontier Wealth 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
2022
Q2 		– Sell
-4,816
Closed -$345K – 414
2022
Q1 		$345K Buy
4,816
+1,916
+66% +$147K ﹤0.01% 291
2021
Q4 		$245K Buy
+2,900
New +$257K 0.02% 361

Other funds holding LIT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Frontier Wealth Management's LIT Position: Q2 2022 in Review

Frontier Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2022, closing a stake of 4,816 shares — an estimated $345K sold.

Frontier Wealth Management first reported a position in LIT in Q4 2021 and held it in 2 quarters. The position peaked at $345K in Q1 2022. 446 funds tracked by Wall St. Rank hold LIT as of Q2 2022.

  • Frontier Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2022 after selling out during the quarter.
  • Frontier Wealth Management sold 4,816 Global X Lithium & Battery Tech ETF shares in Q2 2022, an estimated $345K.
  • Frontier Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 2 quarters.
  • Frontier Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $345K in Q1 2022.
  • 446 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.