Global X Japan’s Lithia Motors LAD Stock Holding History

Global X Japan’s Portfolio LAD Stock Details LAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.5K	Buy	36 +6	+20%	+$1.71K	﹤0.01%	360
2026 Q1	$7.49K	Sell	30 -32	-52%	-$9.51K	﹤0.01%	372
2025 Q4	$20.6K	Buy	62 +17	+38%	+$5.4K	﹤0.01%	237
2025 Q3	$14.2K	Sell	45 -16	-26%	-$5.16K	﹤0.01%	272
2025 Q2	$20.6K	Sell	61 -23	-27%	-$7.11K	﹤0.01%	202
2025 Q1	$24.7K	Hold	84	–	–	﹤0.01%	207
2024 Q4	$30K	Buy	84 +4	+5%	+$1.41K	﹤0.01%	152
2024 Q3	$25.4K	Sell	80 -10	-11%	-$2.79K	﹤0.01%	148
2024 Q2	$22.7K	Sell	90 -21	-19%	-$5.5K	﹤0.01%	181
2024 Q1	$33.4K	Sell	111 -6	-5%	-$1.77K	0.01%	157
2023 Q4	$38.5K	Buy	+117	New	+$32.1K	0.02%	132

Other funds holding LAD

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return