Gradient Investments’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Gradient Investments’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 Q3	–	Sell	-320	Closed	-$12.4K	–	879
2024 Q2	$12.4K	Hold	320	–	–	﹤0.01%	707
2024 Q1	$14.5K	Sell	320 -179	-36%	-$7.97K	﹤0.01%	595
2023 Q4	$25.4K	Buy	499 +84	+20%	+$4.16K	﹤0.01%	664
2023 Q3	$22.9K	Sell	415 -39	-9%	-$2.38K	﹤0.01%	654
2023 Q2	$29.5K	Hold	454	–	–	﹤0.01%	614
2023 Q1	$28.9K	Sell	454 -16	-3%	-$1.03K	﹤0.01%	601
2022 Q4	$27.5K	Buy	470 +9	+2%	+$601	﹤0.01%	620
2022 Q3	$30K	Hold	461	–	–	﹤0.01%	583
2022 Q2	$33K	Hold	461	–	–	﹤0.01%	548
2022 Q1	$35K	Hold	461	–	–	﹤0.01%	537
2021 Q4	$39K	Buy	461 +320	+227%	+$28.4K	﹤0.01%	527
2021 Q3	$12K	Hold	141	–	–	﹤0.01%	744
2021 Q2	$10K	Buy	141 +16	+13%	+$1.03K	﹤0.01%	763
2021 Q1	$7K	Hold	125	–	–	﹤0.01%	831
2020 Q4	$5K	Hold	125	–	–	﹤0.01%	815
2020 Q3	$5K	Buy	+125	New	+$4.7K	﹤0.01%	820

Other funds holding LIT

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

Gradient Investments's LIT Position: Q3 2024 in Review

Gradient Investments sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2024, closing a stake of 320 shares — an estimated $12.4K sold.

Gradient Investments first reported a position in LIT in Q3 2020 and held it in 16 quarters. The position peaked at $39K in Q4 2021. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

Gradient Investments reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 320 Global X Lithium & Battery Tech ETF shares in Q3 2024, an estimated $12.4K.
Gradient Investments first reported a position in Global X Lithium & Battery Tech ETF in Q3 2020 and held it in 16 quarters.
Gradient Investments's Global X Lithium & Battery Tech ETF position peaked at $39K in Q4 2021.
276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.