Gladstone Institutional Advisory’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Gladstone Institutional Advisory’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	–	Sell	-3,437	Closed	-$218K	–	676
2023 Q1	$218K	Sell	3,437 -403	-10%	-$26K	0.01%	595
2022 Q4	$225K	Sell	3,840 -206	-5%	-$13.8K	0.02%	571
2022 Q3	$267K	Buy	4,046 +624	+18%	+$46.3K	0.02%	525
2022 Q2	$249K	Buy	3,422 +819	+31%	+$58.2K	0.02%	552
2022 Q1	$200K	Sell	2,603 -2,857	-52%	-$219K	0.01%	671
2021 Q4	$461K	Buy	5,460 +493	+10%	+$43.7K	0.04%	398
2021 Q3	$407K	Buy	4,967 +961	+24%	+$78.8K	0.04%	374
2021 Q2	$290K	Buy	+4,006	New	+$258K	0.03%	410

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

Gladstone Institutional Advisory's LIT Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2023, closing a stake of 3,437 shares — an estimated $218K sold.

Gladstone Institutional Advisory first reported a position in LIT in Q2 2021 and held it in 8 quarters. The position peaked at $461K in Q4 2021. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

Gladstone Institutional Advisory reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2023 after selling out during the quarter.
Gladstone Institutional Advisory sold 3,437 Global X Lithium & Battery Tech ETF shares in Q2 2023, an estimated $218K.
Gladstone Institutional Advisory first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and held it in 8 quarters.
Gladstone Institutional Advisory's Global X Lithium & Battery Tech ETF position peaked at $461K in Q4 2021.
421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.